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Basalt, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-06 |
| CO | RA | APPROVED | 2018-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anton Collins Mitchell Llp | Denver | CO | 01/2015 | 11/2018 |
| Flagstone Financial Advisors, Inc. | Basalt | CO | 11/2018 | Present |
| Flagstone Financial Advisors, Inc. | Basalt | CO | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-18 |
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