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Current Employers
Impact Capital Partners Llc

8101 E Prentice Ave Suite 1080, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-05-01
  • CO RA
    APPROVED
    Since 2024-05-01

Branch Locations

8101 E Prentice Ave Suite 1080, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Denver CO 01/2015 02/2024
Impact Capital Partners Llc Greenwood Village CO 02/2024 Present
Previous Registrations
Other Businesses

Licensed Insurance Agent; Not investment-related; 8101 East Prentice Avenue, Suite 1080, Greenwood Village, CO 80111; Insurance Sales; Implementation of Insurance Recommendations; Approx. 5% of time during the month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-21
  • S66 Uniform Combined State Law Examination
    2012-12-21
Designations
Other Names
  • Anna M Christenson

View on SEC IAPD

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