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9380 Station Street, Suite 535, Lone Tree, CO 80124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
9380 Station Street, Suite 535, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 02/2015 | 10/2022 |
| Sigma Planning Corporation | Ann Arbor | MI | 02/2015 | 10/2022 |
| Tier One Wealth Management | Lone Tree | CO | 10/2022 | Present |
1. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. LONE TREE, COLORADO. START DATE: 10/2012. LESS THAN 5 HOURS/MONTH OUTSIDE SECURITIES TRADING HOURS. LESS THAN 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 2. ORGANIC PRODUCT SOLUTIONS, LLC, LONE TREE, CO - SPRAY TANNING SERVICE AND BEAUTY PRODUCTS. FAMILY OPERATION OF SPRAY TANNING SALONS AND PRODUCT SALES. LONE TREE, COLORADO. START DATE: 09/2013. LESS THAN 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS. LESS THAN 5 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS. 3. CBN GROUP, LLC. LONE TREE, COLORADO. SOLE MEMBER OF LLC. USED FOR COMPENSATION FLOW THROUGH. START DATE: 4/28/2015. LESS THAN 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS. LESS THAN 5 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-22 |
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