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Lots 81-82, Street C Suite 206, Dorado, PR 00646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-09-23 |
| DC | RA | APPROVED | 2021-09-16 |
| AZ | RA | APPROVED | 2021-09-02 |
| MA | RA | APPROVED | 2021-08-31 |
| FL | RA | APPROVED | 2021-08-20 |
| GA | RA | APPROVED | 2021-08-19 |
| NV | RA | APPROVED | 2021-08-11 |
| ND | RA | APPROVED | 2021-08-11 |
| SD | RA | APPROVED | 2021-08-09 |
| WV | RA | APPROVED | 2021-08-09 |
| MT | RA | APPROVED | 2021-08-03 |
| NE | RA | APPROVED | 2021-08-03 |
| NM | RA | APPROVED | 2021-08-03 |
| UT | RA | APPROVED | 2021-08-03 |
| VT | RA | APPROVED | 2021-08-03 |
| AL | RA | APPROVED | 2021-08-02 |
| AK | RA | APPROVED | 2021-08-02 |
| AR | RA | APPROVED | 2021-08-02 |
| CA | RA | APPROVED | 2021-08-02 |
| CO | RA | APPROVED | 2021-08-02 |
| CT | RA | APPROVED | 2021-08-02 |
| DE | RA | APPROVED | 2021-08-02 |
| HI | RA | APPROVED | 2021-08-02 |
| ID | RA | APPROVED | 2021-08-02 |
| IL | RA | APPROVED | 2021-08-02 |
| IN | RA | APPROVED | 2021-08-02 |
| IA | RA | APPROVED | 2021-08-02 |
| KS | RA | APPROVED | 2021-08-02 |
| KY | RA | APPROVED | 2021-08-02 |
| LA | RA | APPROVED | 2021-08-02 |
| ME | RA | APPROVED | 2021-08-02 |
| MD | RA | APPROVED | 2021-08-02 |
| MI | RA | APPROVED | 2021-08-02 |
| MN | RA | APPROVED | 2021-08-02 |
| MS | RA | APPROVED | 2021-08-02 |
| MO | RA | APPROVED | 2021-08-02 |
| NH | RA | APPROVED | 2021-08-02 |
| NY | RA | APPROVED | 2021-08-02 |
| NC | RA | APPROVED | 2021-08-02 |
| OH | RA | APPROVED | 2021-08-02 |
| OK | RA | APPROVED | 2021-08-02 |
| OR | RA | APPROVED | 2021-08-02 |
| PA | RA | APPROVED | 2021-08-02 |
| PR | RA | APPROVED | 2021-08-02 |
| RI | RA | APPROVED | 2021-08-02 |
| SC | RA | APPROVED | 2021-08-02 |
| TX | RA | APPROVED | 2021-08-02 |
| VA | RA | APPROVED | 2021-08-02 |
| WA | RA | APPROVED | 2021-08-02 |
| WI | RA | APPROVED | 2021-08-02 |
| WY | RA | APPROVED | 2021-08-02 |
Branch Locations
Lots 81-82, Street C Suite 206, Dorado, PR 00646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Denver | CO | 01/2019 | 06/2019 |
| Sixth Wave Coffee | Denver | CO | 12/2017 | 01/2019 |
| Cottages Of Fort Collins | Fort Collins | CO | 08/2017 | 12/2017 |
| Raintree Athletic Club | Fort Collins | CO | 03/2017 | 08/2017 |
| Colorado State University | Fort Collins | CO | 08/2016 | 03/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | 06/2021 |
| Cetera Investment Advisers Llc | Denver | CO | 08/2019 | 06/2021 |
| Euro Pacific Asset Management, Llc | Dorado | PR | 07/2021 | Present |
| Imst Distributors, Llc | Dorado | PR | 01/2023 | 12/2023 |
| Umb Distribution Services, Llc | Milwaukee | WI | 12/2023 | 12/2024 |
| Distribution Services, Llc | Dorado | PR | 12/2024 | Present |
1) Euro Pacific Asset Management, LLC; Investment Related; Registered Investment Advisor; Dorado, PR; 8/1/2023; Investment Advisor; Marketing of euro pacific investment funds to non employee associated firms; 160 Hrs Per Month; 130 Hrs Per Month Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-01 |
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