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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-01-07 |
Branch Locations
13715 W 26Th Ave, Golden, CO 80401 • United States
317 State Street, Guthrie Center, IA 50115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 12/2020 | Present |
| Aegis Financial | Denver | CO | 07/2011 | Present |
1) Aegis Financial, investment related, Denver, CO, Insurance Marketing Organization, Agent, Start Date 07/2011, approximately 200 hours/month with the majority during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-08 |
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