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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-09 |
| CO | RA | APPROVED | 2024-03-21 |
Branch Locations
760 Whalers Way, A201, Fort Collins, CO 80525 • United States
3204 N. Academy Blvd Ste 310, Colorado Springs, CO 80917 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Pensacola | FL | 01/2018 | 01/2020 |
| Fs Advisors | Pensacola | FL | 01/2017 | 12/2017 |
| Univeristy Of West Florida | Pensacola | FL | 08/2012 | 05/2019 |
| Santa Rosa Island Authority | Pensacola | FL | 03/2014 | 10/2017 |
| Cetera Advisors Llc | Denver | CO | 02/2020 | Present |
| Millennium Financial Group | Colorad Springs | CO | 02/2020 | Present |
| Colorado Argos Inc. | Colorado Springs | CO | 01/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| The Property 4 You Llc | Colorado Springs | CO | 05/2017 | Present |
| Colorado Property 4 You Llc | Colorado Springs | CO | 12/2021 | Present |
1. MILLENNIUM FINANCIAL GROUP, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 02/2020, PART OWNER APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: COLORADO ARGOS, INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK:0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: S CORP FOR TAX REPORTING PURPOSES; 3. NAME OF OTHER BUSINESS: THE PROPERTY 4 YOU LLC; INVESTMENT RELATED: NO; ADDRESS: 3204 N. ACADEMY BLVD #310 COLORADO SPRINGS, CO 80917; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 05/2017; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR MANAGING RENTAL PROPERTIES; 4. NAME OF OTHER BUSINESS: COLORADO PROPERTY 4 YOU LLC; INVESTMENT RELATED: NO; ADDRESS: 3204 N. ACADEMY BLVD #310 COLORADO SPRINGS, CO 80917; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 12/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR MANAGING RENTAL PROPERTIES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
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