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11852 Shaffer Drive Building B, Littleton, CO 80127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2016-08-09 |
Branch Locations
11852 Shaffer Drive Building B, Littleton, CO 80127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whipplewood Cpas | Littleton | CO | 05/1981 | 12/2025 |
| Whipplewood Advisors, Llc | Denver | CO | 06/2016 | Present |
| Money Forward Whipplewood Llc | Littleton | CO | 12/2025 | Present |
1. INSURANCE AGENT-GLOBAL ATLANTIC, OFFERS FIXED AND HEALTH INSURANCE PRODUCTS-RECEIVES COMPENSATION FROM ONE CLIENT 2. MONEY FORWARD WHIPPLEWOOD LLC - MANAGING PARTNER, NOT INVESTMENT RELATED 3. RED ROOSTER INVESTMENTS, SINGLE MEMBER, LLC, COMMERCIAL REAL ESTATE, NOT INVESTMENT RELATED 4. ATTITUDE INVESTMENTS, MANAGING PARTNER, COMMERCIAL REAL ESTATE, NOT INVESTMENT RELATED 5. WHIPPLEWOOD CPAs PLLC - THIS ENTITY IS FOR AUDIT WORK ONLY, NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-15 |
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