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Kimberlee Nicole Harmon

Fowler Tax Advisors LLC

Englewood, CO

CRD 7176954

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Employer firm

Fowler Tax Advisors LLC CRD 305347

30 advisory clients

Reported services (Item 5G)

  • INVESTMENT ADVISER REFERRALS

From the firm’s Form ADV. Read the guides:

Current Employers
Fowler Tax Advisors Llc

5460 South Quebec Street Suite 230, Englewood, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2019-10-04
  • CO RA
    APPROVED
    Since 2019-10-04

Branch Locations

5460 South Quebec Street Suite 230, Englewood, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fowler Tax Advisors Llc Englewood CO 08/2019 Present
R.G. Fowler & Company, P.C. Englewood CO 04/2018 Present
The Broe Group Denver CO 11/2006 12/2018
  • 08/2019 → Present
    Englewood, CO
  • 04/2018 → Present
    R.G. Fowler & Company, P.C.
    Englewood, CO
  • 11/2006 → 12/2018
    The Broe Group
    Denver, CO
Other Businesses

R.G. FOWLER & COMPANY, P.C. - NOT INVESTMENT RELATED - 5460 S. QUEBEC ST., SUITE 230, ENGLEWOOD, CO 80111 - NATURE OF BUSINESS: TAX CONSULTING & TAX PREPARATION FIRM - POSITION/TITLE: SENIOR TAX MANAGER - START: 04/15/2018 - HOURS DEVOTED: 160 HOURS PER MONTH ON AVERAGE - 160 HOURS DURING SECURITIES TRADING HOURS - DUTIES: TAX COMPLIANCE

Designations
  • Personal Financial Specialist
Other Names
  • Sandra Nicole Baca

View on SEC IAPD

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