James Scott Rankin

Current Employers

Employment History

• 10/2008 → Present
  Leading Edge Financial Group Llc
  Greeley, CO
• 08/2006 → 06/2017
  Wilbanks Securities, Inc
  Oklahoma City, OK
• 05/2017 → Present
  Cabot Lodge Securities Llc
  Schaumburg, IL
• 02/2005 → Present
  Moose Twins, Llc
  Greely, CO
• 10/2005 → Present
  Free Market Healthcare Advocates
  Greeley, CO
• 10/2005 → Present
  Nbc South Building Owners Association Inc.
  Greeley, CO
• 06/2019 → Present
  Cl Wealth Management Llc
  Schaumburg, IL
• 07/2021 → Present
  North For School Board
  Greeley, CO
• 07/2021 → Present
  Kelly Farms Owners Association
  Greeley, CO
• 09/2021 → Present
  College Green Office Park Owners Association, Inc.
  Greely, CO
• 03/2025 → Present
  Next Level Whitewater . Llc
  Greeley, CO

Other Businesses

1) LEADING EDGE FINANCIAL GROUP,LLC, DBA FOR SECURITIES AND INSURANCE BUSINESS INVESTMENT RELATED. GREELEY, CO, I SELL AND SERVICE HEALTH, LIFE, DISABILITY, LONG TERM CARE, DENTAL VISION, ANNUITIES, MEDICARE SUPPLEMENTS FOR INDIVIDUALS & GROUPS SINCE 1988-PRESENT. 130 HOURS A MONTH WITH 130 HOURS DURING TRADING HOURS. 2) Moose Twins, LLC, non investment related, Greeley, CO. real estate holdings, 2/2005, registered agent, 1 hour per month, 1 hour per month during trading hours, expense for office space paid to Moose Twins. 3) NBC South Building Association Inc. not investment related, Greeley, Co - Association for Moose Twins, LLC, Greeley CO-President, 10/2005, 1 hour per month, 1 hour per month during trading hours, respond to building issues and process common expenses and bills for each unit to accounting. Notify members of annual meetings and arrange the agenda. 4) Free Market Healthcare Associates- Non Profit- Healthcare Advocacy- Non Investment Related- Greeley, CO, President, 5 hours per month, 5 hours per month during trading hours. 5) My DPC Connection, LLC, non-investment related, Greeley, CO, to identify and enroll primary care physicians in a direct pay practice referral contract, Member, 1/2018, 4 hours per month, 4 hours per month during trading hours, I will be responsible for marketing, some administrative duties and sales. 6) Norwood For School Board, not investment related, Greeley, CO, School Board candidate-bank account, Registered Agent, 7/2021, 4 hours per month, zero hours during trading hours, marketing the candidate and raising funds for his campaign. 7) College Green Office Park Owners Association, Inc, not investment related, Greely, CO, management organization of commercial building owners, President, 9/2021, two (2) hours per month, zero hours during trading hours, implement and approve policies and procedures for the association. 8) Scott Rankin for School Board, non-investment related, Greely, CO. ?This is a candidate committee, the purpose is to raise funds, make expenditures and promote the candidate for the office of board director, Candidate, 6/2023, four (4) hours per month, run a campaign for myself; raise money, purchase promotional items, create and monitor a website, meet and greet voters. 9) Next Level Whitewater, LLC, not investment related, Greeley, CO, Whitewater kayak instruction service, Sole Member, instructor, activity planner, 3/2025, 10 hours per month, zero hours during trading hours, a certified kayak instructor who provides lessons and instruction to paddlers, the business is very limited in scope and provides the service to a limited number, of individuals. I perform all of the duties required of the LLC to include registration, accounting, services offered, etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-24
• S63 Uniform Securities Agent State Law Examination
  2018-02-23