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9137 East Mineral Circle Suite 210, Centennial, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| CO | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2024-01-19 |
| MD | RA | APPROVED | 2024-01-19 |
| MI | RA | APPROVED | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
| MA | RA | APPROVED | 2017-12-08 |
| LA | RA | APPROVED | 2017-03-17 |
| NJ | RA | APPROVED | 2016-06-02 |
| WA | RA | APPROVED | 2016-05-05 |
| VA | RA | APPROVED | 2016-05-02 |
| TX | RA | APPROVED_RES | 2016-04-27 |
| PA | RA | APPROVED | 2016-04-25 |
| CT | RA | APPROVED | 2016-04-22 |
| IL | RA | APPROVED | 2016-04-22 |
| MN | RA | APPROVED | 2016-04-22 |
| NC | RA | APPROVED | 2016-04-07 |
| OH | RA | APPROVED | 2016-04-06 |
Branch Locations
6041 S Syracuse Way Suite 200, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dtm Management Llc | Greenwood Village | CO | 07/2002 | 12/2018 |
| Fa Associates Llc | Greenwood Village | CO | 03/2009 | Present |
| Fiduciary Insight, Llc | Greenwood Village | CO | 06/2013 | Present |
| Fi401K Advisors, Llc | Greenwood Village | CO | 06/2013 | Present |
1. GUT-CROSS HOLDINGS, LLC: - 6041 S. SYRACUSE WAY, STE 200 - GREENWOOD VILLAGE, CO 80111 - PERSONAL INVESTMENT HOLDINGS - MANAGING MEMBER - MAY 2010 - 4-8 HOURS/QUARTER (NOT DURING TRADING HOURS) - NO FORMAL DUTIES - PASSIVE INVESTMENTS 2. GUT-SEC HOLDINGS, LLC: - 6041 S. SYRACUSE WAY, STE 200 - GREENWOOD VILLAGE, CO 80111 - PERSONAL INVESTMENT HOLDINGS - MANAGING MEMBER - MAY 2010 - 1-4 HOURS/QUARTER (NOT DURING TRADING HOURS) - NO FORMAL DUTIES - INTERACT WITH PARTNERS AND REPRESENTATIVES OF PORTFOLIO COMPANIES. 3. G4 HOLDINGS LTD.: - 6041 S. SYRACUSE WAY, STE 200 - GREENWOOD VILLAGE, CO 80111 - PERSONAL INVESTMENT HOLDINGS - MEMBER - MAY 2011 - 1-4 HOURS/QUARTER (NOT DURING TRADING HOURS) - NO FORMAL DUTIES - INTERACT WITH PARTNERS AND REPRESENTATIVES PORTFOLIO COMPANIES. 4. GUTRICH FAMILY HOLDINGS LLC: - 6041 S. SYRACUSE WAY, STE 200 - GREENWOOD VILLAGE, CO 80111 - PERSONAL INVESTMENT HOLDINGS - MEMBER - MAY 2011 - 1-4 HOURS/QUARTER (NOT DURING TRADING HOURS) - NO FORMAL DUTIES - INTERACT WITH PARTNERS AND REPRESENTATIVES PORTFOLIO COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-06 |
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