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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-02 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Lakewood | CO | 03/2019 | 01/2022 |
| Golden Wealth Solutions | Lakewood | CO | 10/2017 | 06/2019 |
| Double Stud Construction | Lakewood | CO | 02/2017 | 10/2017 |
| Fitfoods | Wheat Ridge | CO | 06/2016 | 02/2017 |
| Mutual Of Omaha Investor Services | Lakewood | CO | 12/2019 | 01/2022 |
| Schooling | Golden | CO | 08/2001 | 12/2018 |
| Securities America Advisors | Westminster | CO | 01/2022 | 06/2024 |
| Securities America, Inc. | Golden | CO | 05/2022 | 06/2024 |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | 06/2025 |
| Bulletproof Financial, Inc. Dba Pres Financial | Arvada | CO | 06/2025 | 08/2026 |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 12/2025 | Present |
| Mr. Golden Financial, Llc Dba Golden Legacy Advisors | Arvada | CO | 06/2024 | Present |
1. Mr. Golden FInancial, LLC DBA Golden Legacy Advisors - Fixed Insurance Sales/investment advisory services - 06/2024 - present - Investment related - Servicing of existing clients for investment advisory services and fixed insurance sales - 7071 Ulysses Street, Arvada, CO 80007. This will encompass approximately 100% of business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-05 |
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