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680 S Cache St Suite 100, Jackson, WY 83001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-10-16 |
| MN | RA | APPROVED | 2018-01-19 |
| ID | RA | APPROVED | 2017-11-29 |
| TX | RA | APPROVED | 2017-11-29 |
| WY | RA | APPROVED | 2017-11-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Wilson | WY | 09/2004 | 11/2017 |
| Elevated Asset Management Llc Fka Mountain Range Fincl Serv, Llc | Jackson | WY | 11/2017 | Present |
| Nathan Lundquist, Sole Proprietor | Jackson | WY | 09/2017 | Present |
| Voya Financial Advisors, Inc. | Wilson | WY | 07/2017 | 11/2017 |
| Mountain Range Financial Services, Llc | Wilson | WY | 09/2004 | 09/2017 |
1)INDEPENDENT INSURANCE AGENT; Investment Related; Jackson, WY 83001; FIXED INSURANCE SALES; INSURANCE AGENT; started 09/2017; Approximately 10% of time.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-23 |
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