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650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-12-22 |
| CO | RA | APPROVED | 2017-12-19 |
Branch Locations
650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States
Castle Rock, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Denver | CO | 02/2002 | 12/2017 |
| Panoramic Investment Advisors | Denver | CO | 12/2017 | Present |
SETTLEMENT PARTNERS - SALES OF FIXED INSURANCE PRODUCTS AND INVOLVED IN THE STRUCTURED SETTLEMENTS INDUSTRY, THROUGH THE PURCHASE OF FIXED ANNUITIES ONLY. OFFERED ONLY THROUGH NY LIFE, ALLSTATE, AMERICAN GENERAL, HARTFORD AND SIMILAR FIXED INSURANCE COMPANIES. ALL NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-10 |
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