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18925 Base Camp Road Suite 203, Monument, CO 80132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-30 |
Branch Locations
1499 W. Palmetto Park Road Suite 401, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Asset Management, Inc | Monument | CO | 06/2024 | Present |
| Tiaa | Denver | CO | 06/2023 | 08/2023 |
| Camp Wigwam | Waterford | ME | 06/2022 | 08/2022 |
| Cutco | Littleton | CO | 10/2019 | 02/2020 |
| Nonna's Italian Bistro | Centennial | CO | 10/2017 | 08/2018 |
| Wand, Inc | Aurora | CO | 06/2016 | 08/2016 |
| Creighton University | Omaha | NE | 08/2020 | 05/2024 |
| Denver Jewish Day School | Denver | CO | 08/2016 | 05/2020 |
| Campus Middle School | Greenwood Village | CO | 08/2014 | 06/2016 |
1) Name: Innovest Capital Solutions Address: 11632 E Lake Ave Englewood, Colorado 80111 Title: Owner Start: Oct 2023 Not securities business related. This was opened to put an investment property in and then the deal fell through so now I just hold the LLC. 2) Name: HammerHQ Fishing LLC Address: 2050 alta meadow ln Delray beach FL #2109 33444 Title: partner start: 5/5/2025 time: 3-4 hours a week. I started running Shark Fishing Charters in my free time. I am an owner. Not investment securities related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
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