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2580 Harmony Road, Suite 201, Fort Collins, CO 80528 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-01-15 |
Branch Locations
355 S Teller St Suite 200, Lakewood, CO 80226 • United States
2580 Harmony Road, Suite 201, Fort Collins, CO 80528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 01/2007 | 11/2020 |
| Tiaa | Denver | CO | 01/2007 | 11/2020 |
| Theory Financial Llc | Fort Collins | CO | 01/2021 | Present |
Short-term rental property, not investment-related, Angola, IN. Owner, Start Date: 4/1/22, approximately 10 hours per month, 2 hours per month during securities trading hours. General duties related to the ownership and management of vacation rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-16 |
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