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3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-13 |
| TX | RA | APPROVED | 2024-03-13 |
Branch Locations
333 Perry Street Suite 306, Castle Rock, CO 80104 • United States
3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Wealth Management, Llc | Lone Tree | CO | 01/2015 | 01/2021 |
| Wealthsource Partners, Llc | Castle Rock | CO | 01/2021 | 06/2024 |
| Crusonia Wealth Advisors Llc | Denver | CO | 03/2024 | Present |
1) ELSENSOHN & ASSOCIATES, P.C.; NOT INVESTMENT RELATED; 333 PERRY ST. SUITE 306, CASTLE ROCK, COLORADO 80104 ; PUBLIC ACCOUNTING FIRM; ASSOCIATE; JANUARY 15, 2021 START DATE; 10 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BOOKKEEPING, TAX PLANNING, AND TAX FORM PREPARATION AND FILING DUTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-07 |
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