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Licensing & Registration
Where I'm licensed to serve you
Important: I can only conduct business with clients who reside in states where I am appropriately licensed and registered. If you reside in a state not listed below, I am happy to refer you to an appropriately licensed financial professional.
State of Domicile
Colorado
My primary place of business is located in Colorado.
I am licensed and registered across multiple states.
Securities
Securities Licensed & Registered
I am registered to offer securities products and investment advisory services in the following states.
AZ, CA, CO, CT, DC, GA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, PA, TX, UT
Insurance
Insurance Licensed
I am licensed to offer insurance products in the following states.
AZ, CA, CO, DC, FL, GA, MA, MD, MI, MN, MT, NC, NJ, OR, PA, TN, TX, UT, VA, WA, WI
★ Required California Disclosure
California Insurance License
Because I am domiciled in Colorado and am also licensed to sell insurance in California, the following disclosure is required under California law:
Velora Wealth · CA Insurance License # 4087390 State of Domicile: Colorado
Principal Place of Business: 2000 S Colorado Blvd Suite 800 Denver CO 80222
Not Licensed in Your State?
If you reside in a state where I am not currently licensed, I am unable to conduct business with you directly. However, I may be able to refer you to an appropriately licensed financial professional. Contact me to discuss your options.
Verify My Background
You can research my background, qualifications, and any regulatory history for free using FINRA’s BrokerCheck tool. I encourage all clients and prospects to use this resource. Visit FINRA BrokerCheck →
Have questions about where I'm licensed?
I’m happy to clarify anything about my licensing or registrations. Reach out and let’s talk.