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3401 North Front Street Suite 301, Harrisburg, PA 17110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-07-24 |
| TX | RA | APPROVED | 2017-05-17 |
| PA | RA | APPROVED | 2015-08-28 |
Branch Locations
5299 Dtc Blvd Suite 610, Greenwood Village, CO 80111 • United States
3401 North Front Street Suite 301, Harrisburg, PA 17110 • 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 |
|---|---|---|---|---|
| Sevenbridge Financial Group, Llc | Greenwood Village | CO | 09/2015 | Present |
Kenneth Bankert Foundation, Charitable Organization, 210 Grandview Ave, Camp Hill, PA 17011, Director, one hour per month, Review grants, visit organizations requesting grants and ones who have received grants
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-12 |
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