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Planpilot CRD 160319
$5.58B regulatory AUM 143 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
223 West Jackson Suite 800, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED_RES | 2024-07-01 |
Branch Locations
9200 E. Mineral Ave Suite 100, Centennial, CO 80112 • United States
223 West Jackson Suite 800, Chicago, IL 60606 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 01/2007 | 08/2023 |
| Tiaa | Denver | CO | 01/2007 | 08/2023 |
| Planpilot | Centennial | CO | 06/2024 | Present |
| Unemployed | Denver | CO | 09/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-22 |
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