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Littleton, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aveo Capital Partners, Llc | Englewood | CO | 02/2024 | 05/2025 |
| Benefit Health Advisor | Englewood | CO | 08/2008 | 01/2024 |
| Expand Financial, Llc | Littleton | CO | 05/2025 | Present |
1. University of Denver Business School; Adjunct Professor; Not Investment Related; 20 hours/month, 0 during trading hours 2. Acrisure; Insurance Agent; Employee benefit account services; Not Investment Related; 10 hours/month, 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-30 |
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