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5755 Mark Dabling Blvd Suite 245, Colorado Springs, CO 80919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-03 |
Branch Locations
5755 Mark Dabling Blvd Suite 245, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bauer Wealth Management | Colorado Springs | CO | 03/2010 | Present |
| Altruistic Investing, Llc. | Colorado Springs | CO | 06/2017 | Present |
1) Principal with Altruistic Investing, LLC. 2) General Partner of Private Fund SKK GlobalAI Investors II LP; investment related: Yes; Location: 53 State Street Boston MA 02109 USA; Start date: 2025-10-01; Hours per month during trading hours: 2; Hours per month outside trading hours: 4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-14 |
| S66 | Uniform Combined State Law Examination | 2000-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-16 |
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