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Kaleb Kevin Paddock

Ten Talents Financial Planning LLC

Parker, CO

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Current Employers
Ten Talents Financial Planning Llc

11479 S Pine Dr., Parker, CO 80134 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-03-29
CA RA APPROVED 2018-08-14
CO RA APPROVED 2018-08-09
  • TX RA
    APPROVED_RES
    Since 2019-03-29
  • CA RA
    APPROVED
    Since 2018-08-14
  • CO RA
    APPROVED
    Since 2018-08-09

Branch Locations

11479 S Pine Dr., Parker, CO 80134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stanford Investment Group, Inc. Mountain View CA 12/2014 01/2017
Aspiriant, Llc Mountain View CA 02/2017 05/2018
Ten Talents Financial Planning Llc Parker CO 05/2018 Present
Previous Registrations
  • 2018-03-21 → 2018-05-31
    Aspiriant, Llc
    Mountain View, CA
    Los Angeles, CA
  • 2016-01-01 → 2017-03-28
    Stanford Investment Group, Inc.
    Mountain View, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-31
  • S65 Uniform Investment Adviser Law Examination
    2015-12-31
Designations

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
RAISA ENERGY LLC · CENTENNIAL, CO
GOOD LIFE ADVISORS, LLC · CENTENNIAL, CO
EDWARD JONES · GREENWOOD VILLAGE, CO
CAPTRUST · Greenwood Village, CO
WESTWIND CAPITAL · Centennial, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENWOOD VILLAGE, CO

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