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Inactive

Jamison White

Paller Financial Services, Inc.

Centennial, CO

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Current Employers
Paller Financial Services, Inc.

9000 E Nichols Avenue Suite 120, Centennial, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-19
  • CO RA
    APPROVED
    Since 2025-12-19

Branch Locations

9000 E Nichols Avenue Suite 120, Centennial, CO 80112 • 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
Paller Financial Services, Inc. Centennial CO 08/2023 Present
Rocky Mountain High School Fort Collins CO 01/2015 05/2019
Csu Youth Sports Camp Fort Collins CO 05/2017 08/2017
Fort Collins Soccer Club Fort Collins CO 03/2017 11/2018
A&B Lifeguarding Fort Collins CO 05/2018 08/2018
Lucky's Market Fort Collins CO 03/2019 08/2019
University Of Colorado Boulder Boulder CO 08/2019 05/2023
Cu Bookstore Boulder CO 01/2020 02/2020
Whole Foods Market Boulder CO 09/2020 06/2021
Boulder County Soccer Club Boulder CO 03/2021 06/2021
Boulder Indoor Soccer Boulder CO 05/2021 08/2021
Dicks Sporting Goods Longmont CO 05/2021 06/2022
Real Colorado Soccer Longmont CO 03/2022 06/2023
  • 08/2023 → Present
    Paller Financial Services, Inc.
    Centennial, CO
  • 01/2015 → 05/2019
    Rocky Mountain High School
    Fort Collins, CO
  • 05/2017 → 08/2017
    Csu Youth Sports Camp
    Fort Collins, CO
  • 03/2017 → 11/2018
    Fort Collins Soccer Club
    Fort Collins, CO
  • 05/2018 → 08/2018
    A&B Lifeguarding
    Fort Collins, CO
  • 03/2019 → 08/2019
    Lucky's Market
    Fort Collins, CO
  • 08/2019 → 05/2023
    University Of Colorado Boulder
    Boulder, CO
  • 01/2020 → 02/2020
    Cu Bookstore
    Boulder, CO
  • 09/2020 → 06/2021
    Whole Foods Market
    Boulder, CO
  • 03/2021 → 06/2021
    Boulder County Soccer Club
    Boulder, CO
  • 05/2021 → 08/2021
    Boulder Indoor Soccer
    Boulder, CO
  • 05/2021 → 06/2022
    Dicks Sporting Goods
    Longmont, CO
  • 03/2022 → 06/2023
    Real Colorado Soccer
    Longmont, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-26
  • S65 Uniform Investment Adviser Law Examination
    2025-08-26
Designations

View on SEC IAPD

Other Firms

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PLANPILOT
TRANSAMERICA FINANCIAL ADVISORS, LLC
RFG ADVISORY, LLC
FI401K ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
GENEOS WEALTH MANAGEMENT, INC.
OSAIC ADVISORY SERVICES, LLC

Other Investors

Emmanuel Eliason
GREG MICHAEL PAPANTONIO
TREVOR RAY JENSON
BRIAN JAMES LOISEAU
RYAN SHANE WEEKS
RYAN ALLEN
Michael John Russo
SARA DICKSON

Other Offices

ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO
TRANSAMERICA FINANCIAL ADVISORS, LLC · Centennial, CO
RFG ADVISORY, LLC · Centennial, CO
RFG ADVISORY, LLC · CENTENNIAL, CO
FI401K ADVISORS · CENTENNIAL, CO
THRIVENT INVESTMENT MANAGEMENT INC. · ENGLEWOOD, CO
GENEOS WEALTH MANAGEMENT, INC. · CENTENNIAL, CO

More in Centennial, CO

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