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729 Main St, Longmont, CO 80501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 10/2019 |
| International Mountain Bicycling Association | Boulder | CO | 05/2016 | 05/2018 |
| Summit Financial Planning | Longmont | CO | 10/2019 | 02/2022 |
| Ellis Financial Solutions | Longmont | CO | 05/2025 | Present |
| Ellis Bottom Line Bookkeeping | Longmont | CO | 02/2022 | Present |
Name of the other business: Ellis Bottom Line Bookkeeping Investment-related: No Address of the other business: 729 Main St. Longmont, CO 80501 Nature of the other business: Tax Management & Preparation Position: Manager, Tax Administration Start date of your relationship: 02/2022 Approximate number of hours/month you devote to the other business: 80 hours/month Number of hours you devote to the other business during securities trading hours: 80 Duties relating to the other business: Tax Management and Preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-23 |
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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