Best Investors Account Sign in
Inactive

Joshua Adam Cumrine

Rpc Wealth, LLC

Loveland, CO

CRD 5387098

Claim This Profile
Employer firm

Rpc Wealth, LLC CRD 221532

$80.8M regulatory AUM

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Rpc Wealth, Llc

700 W. Eisenhower Blvd Suite 130, Loveland, CO 80537 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-04
  • CO RA
    APPROVED
    Since 2025-03-04

Branch Locations

700 W. Eisenhower Blvd Suite 130, Loveland, CO 80537 • 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
Cumrine & Company, Llc Loveland CO 01/2009 Present
Cumrine Wealth Management, Llc Loveland CO 06/2015 Present
  • 01/2009 → Present
    Cumrine & Company, Llc
    Loveland, CO
  • 06/2015 → Present
    Cumrine Wealth Management, Llc
    Loveland, CO
Previous Registrations
  • 2014-05-01 → 2015-06-29
    Loveland, CO
  • 2012-10-12 → 2014-05-01
    Global Financial Private Capital, Inc.
    Johnstown, CO
    Sarasota, FL
Other Businesses

1) 01/2009 - PRESENT, CUMRINE & COMPANY, LLC, 750 W EISENHOWER BLVD, SUITE 300 LOVELAND, COLORADO 80537, OWNER/INSURANCE SALES/IAR/TEACHING, HOURS DEDICATED: 40/WEEK (40/WEEK DURING SECURITIES TRADING HOURS) 2) 07/2020 - Present, Retirement Planning Center of the Rockies, 700 West Eisenhower Blvd., Suite 130, Loveland, CO 80537, Co-Owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-10
  • S65 Uniform Investment Adviser Law Examination
    2012-09-10

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Loveland, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor