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Longmont, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-29 |
| CO | RA | APPROVED | 2025-03-25 |
| TX | RA | APPROVED_RES | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harper Asset Management Llc | Longmont | CO | 09/2001 | 12/2020 |
| Inlight Wealth | Atlanta | GA | 10/2020 | 05/2025 |
| Harper Asset Management, Llc | Longmont | CO | 01/2025 | Present |
THE STEPHAN COMPANY; INVESTMENT-RELATED; WILLIAMSPORT, PA; BOARD MEMBER; 2016; APPROXIMATELY 8 HRS/MO; BOARD MEMBER & CHAIRMAN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-20 |
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