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53 State Street 23Rd Floor, Boston, MA 02109-2820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
53 State Street 23Rd Floor, Boston, MA 02109-2820 • United States
4517 Whitehall Lane, Highlands Ranch, CO 80126 • United States
9250 East Costilla Avenue Suite 110, Greenwood Village, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
9250 East Costilla Avenue Suite 110, Greenwood Village, CO 80112 • United States
Highlands Ranch, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedrus | Littleton | CO | 02/2013 | 12/2018 |
| Peak Capital Management, Llc | Greenwood Villiage | CO | 12/2018 | Present |
| Shepherd Kaplan Llc | Boston | MA | 09/2020 | Present |
Geringer Group, Inc. is an S-Corp that provides professional business coaching for small business owners. The business does not provide investment advice. The objective is to help business owners build, sustain and create efficiencies specific to the owners industry and objectives. I am the Vice President. Lisa Geringer is the President. The business was formed April 9, 2015. I spend about 10 hours per week or 40 hours per month active in this business. 50% during trading hours and 50% after trading hours. The address of the business is 4517 Whitehall Lane, Highlands Ranch, CO 80126
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-27 |
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