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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED_RES | 2026-06-16 |
Branch Locations
400 E. Horsetooth Rd Suite 201, Fort Collins, CO 80525 • 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 |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Loveland | CO | 11/2012 | 06/2026 |
| Waddell & Reed, Inc | Fort Collins | CO | 11/2012 | 06/2026 |
| Pnl Inc. | Loveland | CO | 01/2016 | 06/2026 |
| Beach Path Llc | Orange Beach | AL | 03/2019 | 12/2022 |
| Rti Wealth Management Llc | Ft. Collins | CO | 10/2020 | 06/2026 |
| Lpl Financial Llc | Fort Collins | CO | 07/2021 | 06/2026 |
| Wells Fargo Advisors Financial Network, Llc | Fort Collins | CO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-06-11 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-03 |
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