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18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-30 |
| ID | RA | APPROVED | 2026-07-15 |
| ND | RA | APPROVED | 2026-07-09 |
| CO | RA | APPROVED | 2024-03-06 |
Branch Locations
12200 East Briarwood Avenue Suite 165, Centennial, CO 80112 • United States
18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Wealth Solutions | Centennial | CO | 01/2017 | Present |
| Wealthfit Llc | Denver | CO | 05/2021 | Present |
| 1St Consumer Agency | Centennial | CO | 01/2017 | Present |
| Student - Co. State University - Pueblo | Pueblo | CO | 08/2010 | 12/2016 |
| Devon Construction | Aurora | CO | 01/2010 | 12/2022 |
1. Owner: WealthFit LLC. Location: 4860 Chambers Road #138, Denver, CO 30239. This business works with the youth/athletic client market, creating tailored fitness plans for individuals, small groups, and teams. As a hybrid, it supports financial literacy by offering educational seminars and one-on-one consultations for small business owners and individuals. Started: 3/2021. Hours/Month: 120, 40 hours during trading hours are investment-related. 2. Independent Insurance Agent: 1st Consumer Agency. Location: 12200 E. Briarwood Ave Suite 165 Centennial, CO 80112. Write and design individual insurance policies and insurance inside retirement plans. Started: 01/2017. Hours/Month: 120, 40 hours during trading hours are non-investment related. 3. Pension Consultant, Financial Wealth Solutions, Inc. Location: 12200 E. Briarwood Ave Suite 165 Centennial, CO 80112. Administrative and logistic duties to maintain compliance with the retirement plans sold, paperwork filings, and plan design. Started: 01/2017 Hours/Month: 120, 40 hours during trading hours are investment related. 4. Owner, WealthFit Marketing. Location: 17799 E Purdue Place, Aurora, CO 80013. This business is targeted to help small business owners generate leads through content creation and funneling strategies. Started: 05/2022. Hours/Month: 0, 0 hours during trading hours are non-investment-related. Reserved for future use.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-24 |
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