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4025 Automation Way D3, Fort Collins, CO 80525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-23 |
| CO | RA | APPROVED | 2022-10-18 |
Branch Locations
4025 Automation Way D3, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tnt Enterprises | Lakewood | CO | 05/1997 | 06/2018 |
| Taylor'S Accounting & Income Tax | Lakewood | CO | 02/1998 | Present |
| Ftc Prosperity Advisors Dba Taylors Financial | Fort Collins | CO | 08/2022 | Present |
| Aspen Leaf Wealth Management, Pbc | Lakewood | CO | 10/2013 | 09/2022 |
1) TAYLOR'S ACCOUNTING & INCOME TAX,NO,1708 KIPLING, LAKEWOOD, CO 80215,TAX PLANNING & PREPARATION,ACCOUNTANT,02/01/1998,4,4,TAX PLANNING & PREPARATION. 2) JASON TAYLOR,NO,LAKEWOOD, CO,PROPERTY MANAGEMENT,COLLECT RENT,05/01/2009,4,4,COLLECT RENTS. 3) Jason C Taylor is a children's author with Blue Shoe Books, LLC. Less than one hour a month is spent on this activity. 4) Taylor Financial Planning Inc.; Not Investment Related; Tax Planning and Tax Preparation; Owner. 5) FTC Evergreen LLC; Not Investment Related; LLC owns the commercial office where the firm's primary office is located; Owner. 6) 365 Tax Strategy; Investment Related: No; 4025 Automation Way, D3 Fort Collins CO 80525 USA; Position Title: Tax Preparer & Planner; Responsibilities Duties: Prepare Tax Returns and complete personal and Business Tax Plans; Start date: 2024-01-01; Hours per month during trading hours: 60; Hours per month outside trading hours: 20. 7) name; Team Treasurer for 2012 Arsenal Blue investment-related; No address; 2721 S College Ave Fort Collins CO 80525 position; Team Treasurer start date; 2025-07-23 hours/month devoted to business; 4 hours devoted to business during securities trading hours; 1 duties; Create a budget for the team, collect and deposit funds. Pay team expenses
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 2003-09-16 |
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