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4045 St. Cloud Drive Suite 220, Loveland, CO 80538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-08-23 |
| TX | RA | APPROVED | 2021-08-23 |
Branch Locations
4045 St. Cloud Drive Suite 220, Loveland, CO 80538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Bank | Loveland | CO | 03/2015 | 04/2021 |
| Vital Investment Management, Llc | Loveland | CO | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-23 |
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