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917 Front Street Suite 160, Louisville, CO 80027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-06-05 |
Branch Locations
917 Front Street Suite 160, Louisville, CO 80027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boulder | CO | 03/2018 | 06/2023 |
| Bcg Securities, Inc. | Aspen | CO | 06/2016 | 09/2016 |
| Animal Health Care Denver | Denver | CO | 08/2016 | 03/2018 |
| Gainline Financial Partners, Llc | Louisville | CO | 06/2023 | Present |
1. LIFELINE PUPPY RESCUE, NOT INV RELATED, BRIGHTON, CO, FOSTER COORDINATOR, START 3/13/2018, 15 HOURS PER MONTH, ZERO DURING TRADING, FACILITATE FOSTERING ADOPTION AND TRAINING OF DOGS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 1999-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
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