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736 Whalers Way Suite G100, Fort Collins, CO 80525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-07-09 |
Branch Locations
736 Whalers Way Suite G100, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Johns Creek | GA | 08/2003 | 08/2018 |
| Transamerica Financial Advisors, Inc. | St. Petersburg | FL | 01/2012 | 08/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2018 | 05/2019 |
| Global View Capital Management, Ltd. | Waukesha | WI | 08/2018 | 12/2020 |
| Global View Capital Insurance, Ltd. | Waukesha | WI | 08/2018 | 06/2020 |
| Global View Capital Advisors, Ltd. | Waukesha | WI | 06/2018 | 06/2020 |
| Equinox Financial | Fort Collins | CO | 04/2009 | Present |
| Growstrong Wealth Strategies, Llc | Loveland | CO | 06/2020 | Present |
| Guided Wealth Insurance, Llc | Loveland | CO | 06/2020 | 01/2023 |
| Growstrong Wealth Strategies, Llc | Loveland | CO | 09/2021 | Present |
[1] EQUINOX FINANCIAL; NOT INVESTMENT RELATED; ADDRESS: 762 CLYDESDALE DRIVE Windsor, CO 80550; NATURE: PASS THROUGH ENTITY FOR ADVISORY, SECURITIES AND INSURANCE REVENUES AS WELL AS OFFICE AND ADMINISTRATIVE EXPENSES; POSITION: PRESIDENT; STARTED: APRIL 2009; APPROX. 1 HR/MONTH; APPROX. 1 HR/MONTH DURING SECURITIES TRADING HOURS; RESPONSIBILITIES: MANAGE OFFICE EXPENSES. 2) GROWSTRONG WEALTH STRATEGIES, LLC; INVESTMENT RELATED; FORT COLLINS, CO; INSURANCE- INSURANCE AGENT- 09/2021 - 10 hrs/mth- 10 during trading hrs- LIFE, LONG-TERM CARE AND DI INSURANCE SALE AND FIXED ANNUITIES SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-31 |
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