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Berthoud, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-12-01 |
Branch Locations
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Greenwood Village | CO | 07/2011 | 06/2017 |
| Belpointe Asset Management, Llc | Greenwich | CT | 06/2017 | 12/2017 |
| Indelible Wealth Group | Berthoud | CO | 10/2017 | Present |
1. Independent Insurance Agent 2. Stryde Solution LLC, Non Investment-Related, Fenton MI, Tax Incentive and Cost Reduction for Business Owners, 09/2019, Agent, 1-3 Hrs/Month 3. Archimedes Offspring Management, Investment Related, Providence UT, Investments into Inventions, Contractor, 09/2019, 10-20 Hrs/Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-17 |
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