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Colorado Springs, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
4600 S Syracuse Street, Denver, CO 80237 • United States
Colorado Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Air Force | Colorado Springs | CO | 04/2012 | 07/2023 |
| Corepath Wealth Partners Llc | Denver | CO | 01/2022 | 03/2024 |
| Salus Financial Advisors, Llc | Colorado Springs | CO | 04/2024 | Present |
1) INSURANCE SALES - INVESTMENT-RELATED - INSURANCE SALES AND SERVICING - INSURANCE AGENT - APPROXIMATELY 10 PERCENT OF TIME PER MONTH - SALES OF INSURANCE AND INSURANCE-RELATED PRODUCTS, SERVICING, OR CURRENT AND EXISTING ITEMS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-28 |
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