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2580 Harmony Road, Suite 201, Fort Collins, CO 80528 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-30 |
| WY | RA | APPROVED | 2019-07-01 |
| CO | RA | APPROVED | 2019-06-17 |
Branch Locations
2580 Harmony Road, Suite 201, Fort Collins, CO 80528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Fort Collins | CO | 09/2012 | 04/2019 |
| Tiaa | Fort Collins | CO | 09/2012 | 04/2019 |
| Theory Financial Llc | Fort Collins | CO | 04/2019 | Present |
Mill City Church; not investment-related; 4424 Innovation Dr., Fort Collins, CO 80525; Trustee; start date: 7/23/23; 2 hours per month, none during securities trading hours; helps oversee financial decisions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-22 |
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