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Denver, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-14 |
| TX | RA | APPROVED_RES | 2024-01-11 |
| PA | RA | APPROVED | 2024-01-02 |
| CO | RA | APPROVED | 2023-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 06/2003 | 01/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2020 |
| Invest With Rules Llc | Denver | CO | 03/2020 | Present |
| Iwr Advisors Llc | Denver | CO | 06/2023 | Present |
Name: Invest With Rules LLC Investment-related: Yes Address: 2633 W Argyle Place, Denver, Colorado 80211 Nature of business: Investment research newsletter Position: Owner and founder Start Date: 06/2020 Approximate number of hours/month: 100 hours/month Approximate number of hours during securities trading hours: 50 hours/month Duties: Provide a research report containing institutional trading activity and trend analysis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-27 |
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