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Boulder, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-04 |
| CO | RA | APPROVED | 2022-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Chelonia Group | Boulder | CO | 01/2017 | Present |
| Aero-Tech Investments | Boulder | CO | 12/2018 | 08/2019 |
| Delphi Consulting Group | Boulder | CO | 01/2017 | 12/2018 |
| Spotx | Westminster | CO | 05/2015 | 04/2017 |
| Sphere Capital Group, Llc | Boulder | CO | 12/2019 | Present |
| Accession Partners Llc | Boulder | CO | 05/2022 | Present |
| Accession Partners, Llc | Boulder | CO | 09/2022 | Present |
| Equity Storage Holdings | Boulder | CO | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-05 |
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