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650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-12-14 |
| TX | RA | APPROVED_RES | 2022-12-14 |
Branch Locations
6500 S. Quebec Street Suite 300, Greenwood Village, CO 80111 • United States
650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avalon Retirement Specialists | Greenwood Village | CO | 11/2006 | Present |
| Neidiger, Tucker, Bruner Inc. | Englewood | CO | 07/2015 | 12/2022 |
| Panoramic Investment Advisors | Denver | CO | 12/2022 | Present |
1.PRESIDENT AND OWNER OF AVALON RETIREMENT SPECIALISTS. SALES OF LIFE/HEALTH INSURANCE AND ANNUITIES. IT IS INVESTMENT RELATED. 2. ROCKSTAR PYTHON PROGRAMMING. NOT INVESTMENT RELATED. HIGHLANDS RANCH, CO. COMPUTER SCIENCE TUTOR FOR STUDENTS. EDUCATOR. 07/2023. 20 HOURS/MONTH. 0 HOURS DURING SECURITIES TRADING HOURS. 3. ARTIFICIAL INTELLIGENCE CONSULTING. NOT INVESTMENT RELATED. HIGHLANDS RANCH, CO., COMPUTER SCIENCE TUTOR FOR STUDENTS, EDUCATOR. 09/2023. 20 HOURS/MONTH. 10 HOURS/SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-11-17 |
| S65 | Uniform Investment Adviser Law Examination | 2007-03-06 |
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