David E Eads

Current Employers

Employment History

• 04/2012 → 03/2019
  Colorado Financial Management Llc
  Johnstown, CO
• 02/2019 → Present
  Vital Investment Managment, Llc
  Loveland, CO

Previous Registrations

• 2016-02-05 → 2019-04-09
  Colorado Financial Management Llc
  Johnstown, CO
  Boulder, CO
• 2013-01-18 → 2016-03-02
  Colorado Financial Management Inc
  Johnstown, CO
  Johnstown, CO

Other Businesses

1)Something Canadian, LLC; Not investment-related; Loveland, Colorado; Mobile Home Sales; Co-Owner; Start date May 2016; Approximately 3 hours per month, 0 during securities trading hours. 2)Estate Navigation Services, LLC, Not investment-related; 4045 St. Cloud Drive, Suite 220, Loveland, CO; a company that assists with its customers with coordinating and understanding legal documents, tax filings, transfer of ownership/retitling assets and assisting with distribution of assets to beneficiaries; 50% owner and Partner; start date 5/15/2023; Approximately 1 hour per month, 0 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-17

Designations