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18925 Base Camp Road Suite 203, Monument, CO 80132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Asset Management, Inc | Monument | CO | 06/2025 | Present |
| Advisors Asset Management, Inc | Monument | CO | 06/2024 | 11/2024 |
| Charles Schwab | Westlake | TX | 01/2025 | 05/2025 |
| Schlotzsky's | Elgin | TX | 08/2016 | 05/2017 |
| Southside Market & Bbq | Elgin | TX | 08/2017 | 10/2018 |
| Lowes | Bastrop | TX | 10/2018 | 10/2019 |
| Heb | Elgin | TX | 10/2019 | 08/2020 |
| Heb | San Antonio | TX | 10/2020 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
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