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7222 Commerce Center Drive Suite 175, Colorado Springs, CO 80919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-14 |
| CO | RA | APPROVED | 2020-09-03 |
Branch Locations
7222 Commerce Center Drive Suite 175, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wanderlust Financial Coaching | Cascade | CO | 12/2018 | 10/2021 |
| Unemployed | Cascade | CO | 10/2018 | 11/2018 |
| Harris Corporation | Colorado Springs | CO | 09/2016 | 09/2018 |
| Envision Radiology | Colorado Springs | CO | 04/2013 | 09/2016 |
| Peace Of Mind Financial Planning, Inc. | Colorado Springs | CO | 04/2020 | Present |
| Peace Of Mind Financial Planning, Inc. | Colorado Springs | CO | 01/2023 | Present |
1) Wanderlust Financial Coaching (trade name for Exline Consulting LLC); non-investment related; residential address; Owner & Coach; start date: 12/2018; 0 hrs/month, 0 hrs/month during securities trading hours; currently inactive. 2) Exline Consulting LLC; non-investment related; residential address; Principal; start date: 09/2016; 0hr/month, 0hrs/month during securities trading hours; Human Resources Information Systems (HRIS) implementation support, currently inactive.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-03 |
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