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375 E. Horsetooth Rd. Bldg. 3, Ste. 203, Fort Collins, CO 80525-3197 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-24 |
| CA | RA | APPROVED | 2023-12-19 |
| CO | RA | APPROVED | 2023-12-19 |
| LA | RA | APPROVED | 2023-12-19 |
Branch Locations
375 E. Horsetooth Rd. Bldg. 3, Ste. 203, Fort Collins, CO 80525-3197 • United States
Bend, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 08/2016 | 10/2019 |
| Raymond James & Associates, Inc. | Boulder | CO | 12/2019 | 01/2021 |
| The Millstone Evans Group, Llc | Boulder | CO | 01/2021 | 11/2023 |
| Fort Collins Tax Service, Llc Dbafinancial Planning Fort Collins | Fort Collins | CO | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-09 |
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