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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-21 |
Branch Locations
5655 South Yosemite Street # 208, Greenwood Village, CO 80111 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Servicemaster Of Downtown | Englewood | CO | 05/2017 | 02/2020 |
| Everest Microbial Defense Llc | Englewood | CO | 02/2020 | 08/2023 |
| Olivet Nazarene University | Bourbonnais | IL | 08/2013 | 05/2017 |
| Gwn Securities, Inc | Palm Beach Gardens | FL | 10/2023 | Present |
| Everest Microbial Defense Llc | Englewood | CO | 09/2023 | Present |
EVEREST MICROBIAL DEFENSE, LLC POSITION: Independent Contractor NATURE: Direct to Consumer Product Sales COMPENSATION TYPE: Other. INVESTMENT RELATED: No. NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 9/1/2022 ADDRESS: 1925 W. Harvard Ave., Unit B Englewood CO 80110, United States DESCRIPTION: Contract work as needed. Work includes Inventory Management and product fulfillment. "Other" Compensation : Hourly ---- INSURACE POSITION: Agent. NATURE: Life Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/10/2023 ADDRESS: 6901 South Yosemite Street, Suite 105 Centennial CO 80112, United States DESCRIPTION: Provide Life and Health insurance services to clients. ASPENMARK WEALTH MANAGEMENT POSITION: Registered Representative. NATURE: DBA/Financial Services. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes. NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/22/2023 ADDRESS: 6901 South Yosemite Street, Suite 105 Centennial CO 80112, United States DESCRIPTION: Helping clients with planning their financial future and retirement through selling securities products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-07 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-19 |
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