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1138 Cadillac Court, Milpitas, CA 95035-3058 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-02 |
Branch Locations
1138 Cadillac Court, Milpitas, CA 95035 • UNITED STATES
1138 Cadillac Court, Milpitas, CA 95035-3058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petra Financial Services Group Inc | Littleton | CO | 10/1987 | 06/2025 |
| Professional Broker Dealer Financial Planning, Inc. | Castle Rock | CO | 08/2009 | 12/2021 |
| Firestone Capital Advisors Inc. | Firestone | CO | 09/2013 | 12/2017 |
| Ni Advisors | Milpitas | CA | 01/2022 | Present |
| Petra Financial Services Group Inc | Greenwood Village | CO | 06/2025 | Present |
THE PETRA GROUP, INC. NON-INVESTMENT-RELATED. 6465 GREENWOOD PLAZA BLVD., SUITE 1025, GREENWOOD VILLAGE, CO 80111. 1) MORTGAGE FINANCING & MORTGAGES, FORWARD & REVERSE, LOAN ORIGINATOR (CO Lic #100010328); 2) LIFE & HEALTH INSURANCE; 3) SECONDARY ANNUITIES; & 4) PRECIOUS METALS SALES. PRESIDENT, FOUNDER, & OWNER. SINCE OCTOBER 1987. APPROXIMATE 5-10 HOURS/MONTH. 0-4 HOURS/MONTH DURING NAI BUSINESS HOURS.MANAGEMENT & SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 1997-11-03 |
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