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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-20 |
Branch Locations
185 N College Ave, Fort Collins, CO 80524 • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
185 N College Avenue 2Nd Floor, Fort Collins, CO 80524 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-17 |
| CO | RA | APPROVED | 2015-10-16 |
Branch Locations
185 N College Avenue 2Nd Floor, Fort Collins, CO 80524 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unify Cpas | Fort Collins | CO | 05/1999 | 12/2024 |
| Medicare Upgrades | Fort Collins | CO | 12/2017 | 08/2021 |
| Payroll Benefits Group | Fort Collins | CO | 12/2003 | 08/2021 |
| Unify Payroll, Llc | Ft. Collins | CO | 12/2010 | 12/2024 |
| Unify Wealth Management | Fort Collins | CO | 10/2015 | Present |
| United Advisor Group | Fort Collins | CO | 04/2026 | Present |
MR. FRY ENGAGES IN THE FOLLOWING OUTSIDE BUSINESSES: MR. FRY IS A MEMBER OF SEVERAL LIMITED LIABILITY COMPANIES FOR THE PURPOSE OF HOLDING AND RENTING COMMERICAL/RESIDENTIAL REAL ESTATE. HE SPENDS LITTLE TO NO TIME DURING NORMAL TRADING HOURS IN THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-18 |
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