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650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-11-15 |
| TX | RA | APPROVED | 2021-11-15 |
Branch Locations
650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Physicians Investment Advisors Llc | Omaha | NE | 04/2015 | 11/2016 |
| Physician Advisors, Llc | Omaha | NE | 01/2009 | 11/2016 |
| Tiaa-Cref Individual & Institutional Services, Llc | Omaha | NE | 11/2016 | 11/2020 |
| Tiaa | Omaha | NE | 11/2016 | 11/2020 |
| The Prudential Insurance Co. Of America | Omaha | NE | 11/2020 | 11/2021 |
| Pruco Securities, Llc | Omaha | NE | 11/2020 | 11/2021 |
| Panoramic Investment Advisors | Denver | CO | 11/2021 | Present |
1. 11/15/2021- PRESENT: HAFNER & ASSOCIATES, LLC. - ADMINISTRATIVE WORK 2. 04/28/2022-PRESENT: NOBEL SCOPUS, LLC- OWNER - INVESTMENT RELATED - 50 HOURS/MONTH; 50 HOURS DURING SECURITIES TRADING HOURS. THIS IS A PASS-THROUGH ENTITY FOR PAYMENT PURPOSES ASSOCIATED WITH THE FEE EARNED WITH PANORAMIC INVESTMENT ADVISORS. THERE IS NO CONFLICT OF INTEREST WITH THIS ENTITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-05 |
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