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2038 Caribou Drive Suite 100, Fort Collins, CO 80525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2038 Caribou Drive Suite 100, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'REilly Financial, Llc | Fort Collins | CO | 01/2012 | 07/2018 |
| Retirement Wealth Advisors, Inc. | Fort Collins | CO | 10/2014 | 08/2018 |
| Navigation Wealth Management, Inc. | Fort Collins | CO | 08/2018 | Present |
| Navigation Financial Services, Inc. | Fort Collins | CO | 07/2018 | Present |
07/2018-PRESENT, NAVIGATION FINANCIAL SERVICES, INC.; FORT COLLINS, CO; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; INSURANCE AGENT; HOURS DEDICATED: 40/WEEK (22.5/WEEK DURING TRADING HOURS)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-05 |
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