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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-07-16 |
| CO | RA | APPROVED | 2021-05-03 |
Branch Locations
1111 Washington Ave, Suite 115, Golden, CO 80401 • United States
100 North Broadway, Albert Lea, MN 56007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones, Inc. | Seattle | WA | 02/2015 | 01/2017 |
| Abg Consultants, Llc | Salt Lake City | UT | 01/2017 | 04/2021 |
| Intellicents Investment Solutions Inc | Golden | CO | 05/2021 | Present |
1. intellicents evergreen, LLC. Start Date: 05/01/2021, 6402 19th St West, Tacoma, WA 98466. Partner/Shareholder. This is not investment related. No specific duties or responsibilities, just passive ownership. 1 hour per month, 1 hour per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-29 |
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