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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-24 |
Branch Locations
2860 S Circle Drive Suite 210, Colorado Springs, CO 80906 • United States
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bean Agency | Colorado Springs | CO | 02/2018 | Present |
| Colorado Discount And Heating | Denver | CO | 01/2018 | 03/2018 |
| Gleam Car Wash | Highlands | CO | 10/2016 | 12/2017 |
| Brokers Choice Of America | Denver | CO | 09/2015 | 10/2016 |
| Kay Jewelers | Denver | CO | 08/2013 | 05/2018 |
| Vestigo Advisor Group | Colorado Springs | CO | 09/2024 | 06/2025 |
| Tucker Asset Management Llc | Littleton | CO | 06/2025 | Present |
1. The Royal Property Company; Not investment related; 632 Pinon Dr Colorado Springs, CO 80905; Real estate investments; Co-Owner; 04/20/2022; 1 hour per month; 0 hours during trading hours; Finding and purchasing properties to renovate or rent out. 2. The Bean Agency, LLC; Investment related; 2860 S Circle Dr Colorado Springs, CO 80906; Fixed Insurance Sales; Insurance Agent; 02/09/2018; 160 hours per month; 120 hours during trading hours; Assist clients with life insurance, Medicare & annuity sales. 3. National Agents Alliance; Investment related; 2860 S Circle D Suite 210, Colorado Springs, CO 80906; Fixed Insurance & Annuity Sales; Insurance Agent; FMO; 02/07/2018; 160 hours per month; 120 hours during trading hours; Assist clients with life insurance, Medicare & annuity sales. 4. The Bean Agency; Investment related; 2860 S Circle D Suite 210, Colorado Springs, CO 80906; DBA; Insurance Agent; 02/07/2018; 0 hours per month; 0 hours during trading hours; DBA for insurance business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-18 |
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