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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bp | Houston | TX | 08/1994 | 08/2018 |
| Unemployed | Houston | TX | 09/2018 | 03/2019 |
| Callon Petroleum | Houston | TX | 03/2019 | 01/2020 |
| Whiting Petroleum | Denver | CO | 01/2020 | 12/2020 |
| Preferred Merchant Solutions Llc | Castle Rock | CO | 03/2021 | Present |
| Tlc Wealth Advisors Llc | Castle Rock | CO | 06/2021 | Present |
| Summit Global Investments | Bountiful | UT | 10/2023 | Present |
Preferred Merchant Solutions // Not investment-related // 3339 Bonita Place Castle Rock, Colorado 80108 // A merchant services business // President, CEO // Start 03/21 // 40 hrs per month // A merchant service business, which helps business owners set up credit card processing. TLC Wealth Advisors LLC // Investment-related // 3339 Bonita Place Castle Rock, Colorado 80108 // Investment Advisory // President // Start 06/21 // .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-07 |
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