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Current Employers
Reflective Financial

Highlands Ranch, CO • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-10
CO RA APPROVED 2024-02-12
  • TX RA
    APPROVED_RES
    Since 2025-11-10
  • CO RA
    APPROVED
    Since 2024-02-12

Branch Locations

Highlands Ranch, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Reflective Financial, Llc Highlands Ranch CO 12/2023 Present
Tearfund Usa Centennial CO 05/2022 07/2023
T-Mobile Bellevue WA 04/2015 05/2022
Sabbatical Highlands Ranch CO 08/2023 12/2023
  • 12/2023 → Present
    Reflective Financial, Llc
    Highlands Ranch, CO
  • 05/2022 → 07/2023
    Tearfund Usa
    Centennial, CO
  • 04/2015 → 05/2022
    T-Mobile
    Bellevue, WA
  • 08/2023 → 12/2023
    Sabbatical
    Highlands Ranch, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-27
  • S65 Uniform Investment Adviser Law Examination
    2023-11-27

View on SEC IAPD

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