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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Financial | Wheat Ridge | CO | 05/2018 | 04/2023 |
| High School | Wheat Ridge | CO | 03/2016 | 05/2018 |
| Guardian Life Insurance Company | Fort Collins | CO | 07/2023 | Present |
| Wealth Strategies Group, Llc | Fort Collins | CO | 04/2023 | 06/2024 |
| Park Avenue Securities | New York | NY | 08/2023 | 07/2024 |
| Park Avenue Securities | New York | NY | 12/2023 | 07/2024 |
| Integrity Alliance, Llc | Urbandale | IA | 07/2024 | 03/2026 |
| Olive Tree Wealth Management | Fort Collins | CO | 07/2024 | Present |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 03/2026 | Present |
1) Skyraider Rental Property; Not investment-related; 414 Skyraider Way, Unit 3, Fort Collins, CO 80403; Rental Property; Owner/Landlord; Start: 07/01/2023; 1 hour per month; 0 hours during security hours; Investment property currently being rented and providing income to me. 2) Cardinal Rental Property; Not investment-related; 298 Cardinal St, Johnstown, CO 80534; Rental Property; Owner/Landlord; Start: 07/01/2023; 1 hour per month; 0 hours during security hours; Investment property currently being rented and providing income to me. 3) Olive Tree Wealth Management; Investment-related; 4700 S. College Ave, Fort Collins, CO 80525; DBA for IAR work; President/Investment Advisor; 01/21/2025; Approximately 200 hours per month; 150 hours during securities; Investment advisory, financial planning, marketing/branding. 4) Independent Insurance Agent; Investment-related; Fort Collins, CO; Insurance Agent; Start: 12/2022; Approximately 40 hours/month with 40 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-30 |
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