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Longmont, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-31 |
| CO | RA | APPROVED | 2021-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Momentum Financial Planning Llc | Longmont | CO | 10/2018 | Present |
| Flow Financial Planning Llc | Seattle | WA | 09/2017 | 10/2019 |
| Moneylion | San Francisco | CA | 07/2018 | 12/2022 |
| Yapstone | Walnut Creek | CA | 06/2016 | 07/2018 |
Advice-Only Network, Chief Community Officer This business is not investment-related and operates virtually. Its purpose is to connect advice-only advisors to each other and create community. August 2025 - Present 5-7 hours/week Duties include managing Discord group, meeting each new member advisor, hosting informational webinars and podcast, and so on.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-17 |
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