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950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-08 |
Branch Locations
1001A E Harmony Rd #279, Fort Collins, CO 80525 • United States
950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tyler Wealth Management Llc | Southlake | TX | 12/2023 | 11/2024 |
| Self Employed | Fort Collins | CO | 05/2021 | Present |
| Aveda Institute Denver | Denver | CO | 06/2020 | 07/2021 |
| Unemployed | Watsonville | CA | 05/2019 | 10/2019 |
| Unemployed | Fort Collins | CO | 10/2019 | 06/2020 |
| Starbucks | Scotts Valley | CA | 05/2018 | 09/2018 |
| H&R Block | Santa Cruz | CA | 01/2018 | 04/2019 |
| H&R Block | Scotts Valley | CA | 01/2017 | 04/2017 |
| Magic Marketing Inc | Santa Cruz | CA | 09/2016 | 03/2018 |
| Cabrillo College | Aptos | CA | 09/2016 | 05/2018 |
| Aspen Creek Wealth Management, Llc | Springlake | TX | 11/2024 | Present |
Self Employed Owner; Financial Professional; Since 5/2021; Fort Collins, CO; Not Investment Related (Insurance & Annuities); Approximately 20 hours per week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-30 |
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