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9380 Station Street Suite 225, Lone Tree, CO 80124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-04 |
| CA | RA | APPROVED | 2025-05-19 |
| CO | RA | APPROVED | 2025-01-01 |
| AZ | RA | APPROVED | 2024-12-04 |
| UT | RA | APPROVED | 2021-02-10 |
| ID | RA | APPROVED | 2017-03-06 |
Branch Locations
9380 Station Street Suite 225, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Centennial | CO | 12/2008 | 11/2016 |
| Foxstone Financial | Centennial | CO | 11/2016 | Present |
| Foxstone Capital Management | Centennial | CO | 10/2013 | 01/2019 |
| Catching Wind Technologies | Centennial | CO | 04/2019 | 01/2025 |
| Retirement Planning Resources | Centennial | CO | 05/2010 | Present |
| Vanir Tax And Captial Llc | Castle Rock | CO | 04/2025 | Present |
(1) 05/2010: RETIREMENT PLANNING RESOURCES - Non-Variable Insurance - Investment Related - Started 02/14/2013 - 1 Hr/Mo; 1 Hour During Securities Trading - Chief Investment Officer (2) 04/2025: VANIR TAX AND CAPITAL LLC and RENDIO STRATEGIES, LLC - Part owner - Investment Related - Started 04/2025 - 5 to 10 Hours per Month During Securities Trading - Tax reduction planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-05 |
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