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1015 W Horsetooth Rd Ste 205, Fort Collins, CO 80526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
1015 W Horsetooth Rd Ste 205, Fort Collins, CO 80526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities, Llc | Fort Collins | CO | 07/2012 | 08/2026 |
| Self Employed | Fort Collins | CO | 08/2015 | Present |
| The Planners Inc. | Fort Collins | CO | 08/2026 | Present |
1. Trustee for Elizabeth Bergsten Trust-I am trustee for Elizabeth Bergsten (deceased) Trust which has owned only mineral interests in a tract of land in Woodward County, Oklahoma. My role is to represent the trust beneficiaries as trustee, receive and distribute trust income to the trust beneficiaries. Start: 06/01/2016, Address: 4908 Caravelle Drive Fort Collins, CO 80526, 3 non bus hrs per month, Investment related, 2. Trustee of Family Member Revocable Living Trust-Care for and administer personal property and funds of Grantor , Start: 08/16/2019, Address: 4908 Caravelle Drive Fort Collins, CO 80526, Hrs per month - tot/bus: 3/1, Investment related, 3. Men's Bible Study-Leader, Nature of Business: Bible Study, Start date: 09/21/2020, Address: 2810 Meadowlark Ave, Fort Collins, CO 80526, Duties: Lead discussions for a men's bible study group that meets weekly, 10 total hours per month; 0 during securities trading hours, Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-03 |
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