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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-07 |
| CA | RA | APPROVED | 2025-02-13 |
| CO | RA | APPROVED | 2025-01-22 |
Branch Locations
100 East Gothic Avenue, Gunnison, CO 81230 • United States
620 South Main Street, Bountiful, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clorado Property & Investment | Gunnison | CO | 03/1999 | 09/2018 |
| Colorado F& P Llc | Gunnison | CO | 01/2000 | Present |
| Wfg | Gunnison | CO | 09/2001 | 08/2023 |
| Colorado Elephant Hunter, Llc | N/A | CO | 12/2001 | 09/2018 |
| Velocity Property, Llc | Gunneson | CO | 12/2005 | Present |
| Pederson Enterprises, Inc. | Gunnison | CO | 12/2001 | Present |
| Solution 54, Llc | Gunnison | CO | 05/2010 | 12/2024 |
| Community Foundation Of The Gunnison Valley | Gunnison | CO | 04/2009 | 01/2019 |
| Transamerica Financial Advisors, Inc | Gunnison | CO | 01/2012 | 08/2023 |
| Community Foundation Of The Gunnison Valley | Gunnison | CO | 04/2009 | 01/2019 |
| American Family Life Assurance Company | Columbus | GA | 08/2017 | 03/2019 |
| Colonial Insurance | Centennial | CO | 02/2018 | 02/2020 |
| Roper Insurance | Englewood | CO | 02/2018 | 02/2020 |
| Alignment Business Consulting, Llc | Gunnison | CO | 04/2019 | Present |
| Gunnison Village Properties Llc | Gunnison | CO | 11/2020 | Present |
| Wealthwave | Johns Creek | GA | 04/2019 | 08/2023 |
| Summit Global Investments | Bountiful | UT | 08/2023 | Present |
| Equity Services, Inc. | Montpelier | VT | 08/2025 | Present |
*ROCKY MOUNTAIN CHRISTIAN MINISTRIES, 1040 W HWY 135 GUNNISON, CO 81230. NOT INV REL. JANUARY 2011-PRESENT. BOARD MEMBER. NON PROFIT ENTITY - CHURCH. NOT DURING TRADE HRS. NO DAILY FUNCTIONS, BUT DUTIES INCLUDE GENERAL BOARD LEADERSHIP AND DIRECTION. *PEDERSON ENTERPRISES, INC. 100 E GOTHIC, GUNNISON CO. NOT INV REL. JAN 2001 - PRESENT. OWNER. THIS IS A FLOW THROUGH ENTITY PREVIOUSLY ONLY FOR WFG/WGS RELATED INCOME. NOT DURING TRADE HOURS. *COLORADO F&P LLC. 100 E GOTHIC, GUNNISON CO. INV REL. JANUARY 2001- PRESENT. RESIDENTIAL RENTAL PROPERTY. MANAGING MEMBER. PROPERTY OWNERSHIP AND MANAGEMENT. DURING SOME TRADE HOURS. THIS IS A RENTAL PROPERTY PARTNERSHIP THAT OWNS TWO RENTAL PROPERTIES IN GUNNISON, CO WHICH ARE SELF-MANAGED. *GUNNISON VILLAGE PROPERTIES LLC. 100 E GOTHIC, GUNNISON CO. INV REL. NOVEMBER 2020 - CURRENT. RESIDENTIAL RENTAL PROPERTY. MANAGING MEMBER. DURING SOME TRADE HOURS. FINANCIAL AND ADMINISTRATIVE OVERSIGHT. *ALIGNMENT BUSINESS CONSULTING. 100 E GOTHIC, GUNNISON CO. NOT INV REL. MARCH 2018. COLORADO REGISTERED CPA FIRM FOR LIMITED BUSINESS CONSULTING AND ACCOUNTING SERVICES. SHAREHOLDER/OWNER. ADMINISTRATIVE AND EXECUTIVE SUPPORT. DURING TRADE HRS. *VELOCITY PROPERTY, LLC. 100 E GOTHIC, GUNNISON CO. INV REL. MARCH 2005 - CURRENT. RESIDENTIAL AND COMMERCIAL RENTAL PROPERTY. MANAGING MEMBER. PROPERTY OWNERSHIP AND MANAGEMENT. DURING SOME TRADE HOURS. MANAGING MEMBER ENTITY IS TO CONSOLIDATE A MEMBER OF MASSIVE REAL ESTATE / PARTNERSHIP, INTEREST - WHICH ARE CURRENTLY LISTED AS OBAS. ALL ACTIVITY US PASSIVE IN NATURE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-22 |
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