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1371 E. Hecla Drive Suite A, Louisville, CO 80027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-12 |
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
1371 E. Hecla Drive Suite A, Louisville, CO 80027 • United States
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 |
|---|---|---|---|---|
| Molson Coors Brewing Company | Denver | CO | 06/2011 | 02/2018 |
| Sabbatical | Sabattical | CO | 02/2018 | 10/2018 |
| Newmont Mining | Greenwood Village | CO | 10/2018 | 12/2018 |
| Mbe Worldwide/Postnet/Alphagraphics | Lakewood | CO | 12/2018 | 10/2020 |
| Morganrosel Wealth Management, Llc | Highlands Ranch | CO | 10/2020 | 01/2024 |
| Peak Asset Management, Llc | Louisville | CO | 01/2024 | Present |
Real estate; investment-related; Golden, CO; rental / investment property; 11/2023; 1 hr per month Listen Foundation; not investment-related; Denver, CO; foundation that assists children who are deaf and hard of hearing and their families; Board President; 03/2021; 4 hours per month The supervised person creates general personal finance video content under the name "moneymentorGrant," distributed on platforms such as YouTube, X, LinkedIn, Facebook, Instagram, and TikTok. This activity is conducted from 1289 Aikins Way, Boulder, CO 80305. It requires approximately 10 hours per month. Start Date: 12/3/2025. Compensation received: None.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-20 |
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