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Erie, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| CO | RA | APPROVED | 2024-05-20 |
Branch Locations
Lyons, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sm Energy | Denver | CO | 05/2022 | 08/2022 |
| The Millstone Evans Group | Boulder | CO | 09/2022 | 12/2023 |
| Full Time Student | Boulder | CO | 02/2015 | 02/2024 |
| Sharper Image Financial Services, Llc | Erie | CO | 05/2024 | Present |
| Foundation Financial Planning, Llc | Philadelphia | PA | 10/2024 | Present |
| Trueinsights Cfo, Llc | Erie | CO | 01/2026 | Present |
| Sharper Image Tax Services, Llc | Erie | CO | 01/2026 | Present |
| Sharper Image Holdings, Inc. | Erie | CO | 01/2026 | Present |
1)Foundation Financial Planning, LLC; Investment related; 7000 Cresheim Road Philadelphia Pennsylvania 19119; Outsourced financial planning services for financial professionals.; Paraplanner; Data entry; Start date: 2024-10-09; Hours per month during trading hours: 10; Hours per month outside trading hours: 40. 2) TrueInsights CFO, LLC; not investment related; Erie, CO; Business Management/Consulting; Lead Fractional CFO; started 01/2026; 7/mo; 7/mo during trading; outsourced CFO services. 3)Sharper Image Tax Services, LLC; not investment related; Erie, CO; Tax preparation services; Tax Preparer; started 01/2026; 2/mo; 2/mo during trading; 4) Sharper Image Holdings, Inc.; not investment related; Erie, CO; Holding company; President/Operations; started 01/2026; 2/mo; 2/mo during trading;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-17 |
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