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1790 38Th Street Suite 207, Boulder, CO 80301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-22 |
| TX | RA | APPROVED | 2017-03-20 |
Branch Locations
1790 38Th Street Suite 207, Boulder, CO 80301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Investment Advisors, Llc | Boulder | CO | 09/2001 | Present |
1.) TFA Holdings, LLC, not investment-related, 1790 38th Street, Suite #207, Boulder, CO 80301, Fiduciary Support Services, Member, Start Date 09/26/2012, approximately 1 hour per month with 1 hour per month during securities trading hours, Duties are providing assistance and support as needed with administration of business and preparing annual income tax filings
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-26 |
| S65 | Uniform Investment Adviser Law Examination | 1993-07-22 |
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