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1371 E. Hecla Drive Suite A, Louisville, CO 80027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED | 2020-08-27 |
Branch Locations
1371 E. Hecla Drive Suite A, Louisville, CO 80027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Asset Management, Llc | Louisville | CO | 06/2020 | Present |
| Health Warrior, Inc. | Richmond | VA | 01/2019 | 12/2019 |
| University Of Denver | Denver | CO | 01/2019 | 12/2019 |
| Peak Asset Management, Llc | Louisville | CO | 01/2020 | 05/2020 |
| Health Warrior, Inc. | Richmond | VA | 12/2013 | 12/2018 |
The supervised person maintains a personal blog called "Equinimity," through which they share general personal observations on the financial markets and the economy. The activity is non-compensated and requires approximately 10 hours per month and is separate from their role with the firm. Start Date: 10/31/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-05 |
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