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5755 Mark Dabling Blvd Suite 245, Colorado Springs, CO 80919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-02-26 |
Branch Locations
5755 Mark Dabling Blvd Suite 245, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ips, Inc. | Colorado Springs | CO | 04/2005 | Present |
| Pioneer Fund | Colorado Springs | CO | 10/2016 | Present |
Managing Director of a private equity fund called the Pioneer fund in Colorado Springs, CO. The address is: 415 N Tejon, St. Colorado Springs, CO. 80903. The nature of the business is to provide private investment into private business buyouts. Started the fund in October of 2016 and work around 100 hours per month normally during trading hours. Duties typically look like sourcing, acquiring, and managing small manufacturing companies as well as managing limited partner investments into the fund.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-26 |
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