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10901 W. 120Th Avenue Suite 135, Broomfield, CO 80021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-03-11 |
Branch Locations
10901 W. 120Th Avenue Suite 135, Broomfield, CO 80021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Financial Management, Inc. | Broomfield | CO | 01/2020 | Present |
| Modern Wingman Llc | Austin | TX | 01/2019 | 01/2020 |
| Colorado Christian University | Lakewood | CO | 08/2017 | 05/2018 |
| Colorado Christian University | Lakewood | CO | 08/2016 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
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