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1755 Telestar Dr. Ste. 300, Colorado Springs, CO 80920 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-01-03 |
Branch Locations
1755 Telestar Dr. Ste. 300, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Advisor Alliance | Oradell | NJ | 04/2018 | 03/2021 |
| American Tax And Financial Planners | Colorado Springs | CO | 02/2018 | 12/2022 |
| Milner Properties | Colorado Springs | CO | 09/2017 | 12/2022 |
| Liberts, Inc | Colorado Springs | CO | 09/1995 | 01/2018 |
| Investment Advisor Group | Hancock | NY | 02/2021 | 12/2022 |
| Best Life Infinity, Llc | Colorado Springs | CO | 01/2023 | Present |
| Jr International, Inc. | Colorado Springs | CO | 06/2023 | 02/2024 |
1. Shamrock Management, Inc.; not investment related, rental properties, landlord; 20 hours/month with about 4 hours per week during trading hours; Colorado Springs, CO. 2. 4940 Northpark LLC; not investment related, commercial property, landlord; 20 hours/month with about 4 hours per week during trading hours; Colorado Springs, CO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-14 |
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