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1745 Shea Center Drive Suite 400, Highlands Ranch, CO 80129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-23 |
Branch Locations
1745 Shea Center Drive Suite 400, Highlands Ranch, CO 80129 • United States
Marshfield, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-13 |
| CO | RA | APPROVED | 2023-11-02 |
| MA | RA | APPROVED | 2023-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Profiscal Solutions Llc (Previously: Sardoni Accounting Group Pc | Centennial | CO | 01/2008 | Present |
| Hd Vest Investment Services | Littleton | CO | 01/2016 | 11/2017 |
| Financial Gravity Family Office Services, Llc | Austin | TX | 09/2021 | 01/2023 |
| Generous Wealth Management, Llc | Marshfield | CO | 08/2023 | Present |
| Profiscal Wealth Llc | Littleton | CO | 10/2025 | Present |
| Profiscal Wealth Llc | Littleton | CO | 01/2026 | Present |
PROFISCAL SOLUTIONS LLC (PREVIOUSLY: Sardoni Accounting Group PC,) Not Investment Related, 2 Inverness Dr. E Suite 106, Englewood, CO 80112, Tax Preparation/Accounting~Owner/cpa~01/2008~160hrs~120hrs~Provide accounting and tax preparation services|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-14 |
| S66 | Uniform Combined State Law Examination | 2010-11-19 |
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