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1371 E. Hecla Drive Suite A, Louisville, CO 80027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2015-10-05 |
Branch Locations
1371 E. Hecla Drive Suite A, Louisville, CO 80027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bcy Financial Services | Denver | CO | 03/2012 | Present |
| Peak Asset Management, Llc | Louisville | CO | 10/2015 | Present |
APPLICANT IS PRESIDENT OF BCY FINANCIAL SERVCIES, A SOLE PROPRIETORSHIP FORMED IN NOVEMBER OF 2007, WHICH PROVIDES NON INVESTMENT RELATED SERVICES INCLUDING BOOKKEEPING FOR A FARM. TIME DEVOTED IS LESS THAN 8 HOURS PER WEEK, SOME OF WHICH MAY BE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-10 |
| S65 | Uniform Investment Adviser Law Examination | 2008-01-25 |
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