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1615 Foxtrail Drive Suite 260, Loveland, CO 80538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
| CO | RA | APPROVED | 2026-06-11 |
Branch Locations
1615 Foxtrail Drive Suite 260, Loveland, CO 80538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perspective Wealth Advisors | Loveland | CO | 03/2026 | Present |
| Us Bank | Centennial | CO | 08/2025 | 03/2026 |
| Foothills Park And Recreation District | Littleton | CO | 07/2025 | 03/2026 |
| Medical Solutions | Denver | CO | 10/2024 | 08/2025 |
| City Of Greeley Recreation | Greeley | CO | 05/2022 | 09/2024 |
| Scheels All Sport | Johnstown | CO | 01/2020 | 06/2022 |
| Pb Roche Memorial Batting Cages | Greeley | CO | 01/2017 | 07/2019 |
| Aims Community College | Greeley | CO | 08/2019 | 05/2020 |
| Unemployed | Greeley | CO | 03/2016 | 01/2017 |
FOOTHILLS PARK AND RECREATION DISTRICT. NOT INVESTMENT RELATED. 6612 S WARD ST, LITTLETON, CO 80127. RECREATION. LEAGUE SUPERVISOR. START DATE: 07/2025. HELP RUN COMMUNITY SPORTS LEAGUES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-01 |
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