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422 East Vermijo Avenue, Suite 200A, Colorado Springs, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-10 |
Branch Locations
422 East Vermijo Avenue, Suite 200A, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2024 | 08/2026 |
| Wayfinder Growth Consulting/Practical Wisdom Llc | Loveland | CO | 10/2021 | 05/2024 |
| Proov Test By Mfb Fertility | Boulder | CO | 09/2020 | 08/2021 |
| Unemployed | Honolulu | HI | 08/2021 | 10/2021 |
| Flytedesk | Boulder | CO | 07/2019 | 09/2020 |
| Practical Wisdom Llc | Loveland | CO | 01/2016 | 07/2019 |
| Exceptional Wealth Family Office | Colorado Springs | CO | 08/2026 | Present |
1. Fixed insurance sales, Exceptional Insurance, located in CO; up to 15% time spent during business hours; Conducted from branch office location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
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