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16398 West 51St Lane, Golden, CO 80403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2021-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Asset Management Llc | Louisville | CO | 11/2006 | 05/2021 |
| Gilpin Wealth Management Llc | Golden | CO | 05/2021 | Present |
CPA with Gilpin Partners Inc. - prepares limited number of tax returns for family members and clients. These activities represent less than 5% of his time annually, receives additional compensation for the tax services performed by the CPA related work. Gilpin Partners, Inc. is also a direct owner of Gilpin Wealth Management, LLC; spends less than 1% of his time to this activity. 1371 Hecla AB, LLC., owner, personal real estate investments. Entity owns building for Peak Asset Management office. Not investment related. Less than 5 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-09-08 |
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