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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-08 |
Branch Locations
1200 17Th Street Suite 500, Denver, CO 80202 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jo-Ann Holst Advisers, Inc. | Lakewood | CO | 05/2019 | 03/2024 |
| Coalfire | Westminster | CO | 02/2018 | 05/2019 |
| Westcon Group | Louisville | CO | 07/2012 | 02/2018 |
| Royal Fund Management, Llc Dba Jo-Ann Holst Advis. Dba Jh Advis. | Lakewood | CO | 11/2019 | 03/2024 |
| The Rye Consortium Limited | Arvada | CO | 04/2019 | 12/2021 |
| Mercer Global Advisors Inc. | Denver | CO | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-16 |
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