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165 S. Union Blvd. Ste. 420, Lakewood, CO 80228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-03 |
Branch Locations
165 S. Union Blvd. Ste. 420, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Public Trust Advisors, Llc | Denver | CO | 05/2019 | 08/2024 |
| Cisco Systems | San Jose | CA | 02/2019 | 05/2019 |
| De Lage Landen Financial Services | Wayne | PA | 07/2018 | 02/2019 |
| Vantage Financial | Excelsior | MN | 08/2017 | 07/2018 |
| Comptroller Of Public Accounts | Austin | TX | 11/2014 | 08/2017 |
| Meeder Investment Management | Dublin | OH | 09/2024 | 03/2025 |
| Ridgeline Public Advisors, Llc | Lakewood | CO | 05/2025 | Present |
Summit Administrative Services LLC; Managing Director; 165 S. Union Blvd. Ste. 420 Lakewood CO 80228 United States; 2026-03-13; 20 Hours per month devoted to business during trading hours; 0 Hour per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-17 |
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