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Westminster, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Bloom Financial, Llc | Westminster | CO | 05/2018 | Present |
| Bloom Life | Westminster | CO | 03/1997 | Present |
| Bloom Life, Llc | Westminster | CO | 05/2019 | Present |
Bloom Life, LLC; Investment Related; Insurance Agent; Westminster, CO; Start: 05/2019; 2% of time spent in this practice. BLOOM FINANCIAL LLC INVESTMENT RELATED: YES POSITION/TITLE/RELATIONSHIP: OWNER/INVESTMENT ADVISER REPRESENTATIVE BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-21 |
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