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50 E Loucks, Suite 125, Sheridan, WY 82801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-11 |
| CO | RA | APPROVED | 2025-08-06 |
| WY | RA | APPROVED | 2025-08-06 |
Branch Locations
50 E Loucks, Suite 125, Sheridan, WY 82801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2016 | 07/2017 |
| Potomac Fund Management Inc. | Denver | CO | 01/2023 | 02/2025 |
| Frontier Asset Management | Denver | CO | 07/2017 | 01/2023 |
| Frontier Asset Management | Sheridan | WY | 02/2025 | Present |
| Elevate Wealth Management | Sheridan | WY | 07/2025 | Present |
1) JMG FOLSOM, LLC; NOT INVESTMENT RELATED; 4655 W PONDS CIR LITTLETON, CO 80123; INSURANCE; PRESIDENT;6/1/2025; 3HRS/MTH DEVOTED TO OTHER BUSINESS; 0HRS/MTH DURING SECURITIES TRADING HOURS; PROVIDE INSURANCE SALES AND ADVICE TO INDIVIDUALS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-22 |
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