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700 W. Eisenhower Blvd Suite 130, Loveland, CO 80537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-03 |
Branch Locations
700 W. Eisenhower Blvd Suite 130, Loveland, CO 80537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Planning Center | Loveland | CO | 07/2001 | Present |
| Rpc Wealth, Llc | Loveland | CO | 02/2024 | Present |
| Brookstone Capital Management | Naperville | IL | 05/2014 | 08/2024 |
INSURANCE AGENT DBA AS RETIREMENT PLANNING CENTER OF THE ROCKIES. INVESTMENT RELATED. AT REPORTED BUSINESS LOCATION. INSURANCE. OWNER & INSURANCE AGENT. 07/01/2001. 160 HRS/MONTH; 160 HRS DURING SECURITIES TRADING HOURS; SALE OF FIXED INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-28 |
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