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355 S Teller St Suite 200, Lakewood, CO 80226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-12 |
| CO | RA | APPROVED | 2018-08-09 |
Branch Locations
355 S Teller St Suite 200, Lakewood, CO 80226 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 02/2011 | 06/2018 |
| Green Mountain Planning | Lakewood | CO | 06/2018 | Present |
| Origin Financial | San Francisco | CA | 01/2022 | Present |
GREEN MOUNTAIN PLANNING / INVESTMENT RELATED / LAKEWOOD, CO / REGISTERED INVESTMENT ADVISOR / OWNER / AUG 2018 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-24 |
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