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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-10-11 |
Branch Locations
1333 W. 120Th Ave. Suite 101, Westminister, CO 80234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home Solutions Realty, Inc. | Westminster | CO | 12/1999 | Present |
| U.S. Department Of Energy | Golden | CO | 11/2009 | Present |
| World Financial Group, Inc. | Northglenn | CO | 10/2015 | Present |
| Transamerica Financial Advisors, Inc | Northglenn | CO | 02/2018 | Present |
| High Class Mortgage, Llc | Westminster | CO | 05/2007 | 11/2021 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. U.S. DEPARTMENT OF ENERGY / INVESTMENT RELATED: NO / 15013 DENVER WEST BLVD. GOLDEN, CO 80401 / ADMINISTIRING FEDERAL GRANTS FOR THE WEATHERIZATION ASSISTANCE PROGRAM / PROJECT OFFICER / 11-2009 / 173 / 0 / ADMINISTIRING FEDERAL GRANTS FOR THE WEATHERIZATION ASSISTANCE PROGRAM; HOME SOLUTIONS REALTY, INC. / INVESTMENT RELATED: NO / 12365 HURON STREET, SUITE 1800 WESTMINSTER, CO 80234 / RESIDENTIAL REAL ESTATE FIRM / VICE-PRESIDENT / 12-2000 / 10 / 0 / OVERSIGHT OF OFFICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-13 |
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