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10465 Park Meadows Dr #107, Lone Tree, CO 80124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-10 |
Branch Locations
10465 Park Meadows Dr #107, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Performance Advisors, Llp D/B/A Thomas Doll | Walnut Creek | CA | 09/2019 | 06/2022 |
| Thomas Doll Cpa'S, P.C. | Walnut Creek | CA | 07/2019 | 06/2022 |
| Deloitte & Touche Llp | Denver | CO | 08/2011 | 07/2019 |
| Figure Financial, Inc. | Provo | UT | 06/2022 | 01/2024 |
| Gallacher Capital Management | Lone Tree | CO | 01/2024 | Present |
Currently owner/operator of Stoker Advisory, Tax, and Accounting PC, started in May of 2022. CPA firm that practices bookkeeping and tax preparation and is non-investment related. Quentin currently spends ~30 hours/month in this other business and does not devote time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-25 |
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