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2792 Gateway Road, Carlsbad, CA 92009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-10-19 |
Branch Locations
16 Inverness Pl East E-100, Englewood, CO 80112 • United States
2792 Gateway Road, Carlsbad, CA 92009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 361 Capital Llc | Denver | CO | 03/2010 | 10/2017 |
| Geneos Wealth Management Inc | Englewood | CO | 01/2023 | 09/2023 |
| Navigate Wealth Management Llc | Englewood | CO | 01/2023 | 09/2023 |
| Imst Distributors Llc | Portland | ME | 12/2013 | 10/2017 |
| Forum Real Estate Group | Denver | CO | 10/2017 | 05/2018 |
| 361 Capital | Denver | CO | 06/2018 | 03/2020 |
| Unemployed | Denver | CO | 03/2020 | 12/2020 |
| Echelon Energy | Denver | CO | 01/2021 | 04/2022 |
| Unemployed | Denver | CO | 04/2022 | 10/2022 |
| Navigate Tax & Accounting Advisors Llc | Englewood | CO | 11/2022 | Present |
| Intelligence Driven Advisers | Carlsbad | CA | 09/2023 | Present |
1) Navigate Tax & Accounting Advisors LLC, non-investment related, 16 Inverness Place E, Bldg E-100, Englewood, CO 80112, accounting, CPA, owner,10/2022, 240 hours/mo, 195 hours/mo during trading hours, Manages a CPA Firm and holds a CPA designation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-01-18 |
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