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4450 Arapahoe Ave Office 110, Boulder, CO 80303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED | 2026-02-27 |
Branch Locations
4450 Arapahoe Ave Office 110, Boulder, CO 80303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight, Crop | Boulder | CO | 01/2024 | Present |
| Aledade | Longmont | CO | 11/2022 | 05/2023 |
| Mynurse | Longmont | CO | 01/2022 | 05/2022 |
| Legacy Health | Portland | OR | 06/2018 | 02/2021 |
| Baylor Scott And White Health | Temple | TX | 06/2017 | 05/2018 |
| Nursing Student - Temple College | Temple | TX | 08/2015 | 05/2017 |
| Transcarent | Longmont | CO | 09/2021 | 01/2022 |
| Homemaker | Longmont | CO | 04/2021 | 09/2021 |
| Net Energy | Denver | CO | 07/2023 | 10/2023 |
| Homemaker | Longmont | CO | 06/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
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