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752 Main Avenue Unit 201, Durango, CO 81301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-20 |
| AZ | RA | APPROVED | 2023-12-22 |
| NM | RA | APPROVED | 2023-12-18 |
| TX | RA | APPROVED | 2023-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iron River Capital Llc | Dripping Springs | TX | 12/2023 | Present |
| Breckenridge Financial Llc | Dripping Springs | TX | 07/2007 | Present |
| National Asset Management, Inc. | Highlands Ranch | CO | 03/2022 | 04/2022 |
| B. Riley Wealth Advisors, Inc | Memphis | TN | 03/2022 | 12/2023 |
| Iron River Captial | Dripping Springs | TX | 01/2020 | 03/2022 |
(1) Breckenridge Financial; 100 Commons Rd Suite 7-634, Dripping Springs, TX 78620; Insurance Agent; Start date 07/2007; 5 hours/month. (2) TRILOGY INNOVATIONS, BOARD OF DIRECTORS, BOARD MEMBER, BRIDGEPORT, WV, 1 HR PER WEEK/DURING TRADING HRS, NON IVESTMENT-RELATED Consult and partner with fellow board members regarding the active and future business of Trilogy Innovations. 3) name; LifeX Research Corp investment-related; No address; 18 Oakland Avenue 2nd floor Pittsburgh PA 15213 nature business; position; Research Associate start date; 2025-09-01 hours/month devoted to business; 0 hours devoted to business during securities trading hours; 0 duties; Robert Requard may from time to time complete research surveys for LifeX for compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-12 |
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