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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
14143 Denver West Pkwy Ste 450, Golden, CO 80401 • United States
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 |
|---|---|---|---|---|
| Charles Schwab Investment Management | Lone Tree | CO | 05/2016 | 09/2019 |
| Lincoln Financial Advisors | Denver | CO | 09/2019 | 04/2021 |
| Foundations Investment Advisors | Phoenix | AZ | 05/2021 | Present |
1) MAGELLAN FINANCIAL; INVESTMENT-RELATED; DENVER, CO; INSURANCE SALES; INSURANCE AGENT; START DATE: 10/2019; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING TRADING HOURS; DUTIES: SALES OF VARIOUS INSURANCE PRODUCTS. 2) JOHN-DAVID WOLLEY; INVESTMENT-RELATED, NO; 872 OAK ST, LAKEWOOD, CO 80215; REAL ESTATE RENTAL; OWNER; START DATE: 05/2016; 2HOURS PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS; DUTIES: MAINTAIN PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-14 |
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