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700 W. Eisenhower Blvd Suite 130, Loveland, CO 80537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-08 |
Branch Locations
700 W. Eisenhower Blvd Suite 130, Loveland, CO 80537 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitman Burns Realty | American Fork | UT | 08/2015 | 08/2017 |
| Keller Williams Realty | Orem | UT | 08/2017 | 06/2018 |
| Inside Real Estate | Salt Lake City | UT | 06/2018 | 06/2025 |
| Retirement Planning Center Of The Rockies | Loveland | CO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-21 |
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