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1040 Cambridge Square Suite C, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-05 |
Branch Locations
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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Boulder | CO | 03/2012 | 03/2021 |
| Kestra Investment Services, Llc | Boulder | CO | 03/2021 | 05/2025 |
| Kestra Advisory Services, Llc | Boulder | CO | 03/2021 | 05/2025 |
| Exit Wealth Advisors, Llc. | Boulder | CO | 05/2025 | Present |
Business Name: Business Name: one Rental property Investment Related: No Address: 620 Walnut St Louisville CO Louisville CO 80027 Nature of Business: Real Estate Position, Title or Relationship: I am the owner and do 100% Start Date: 1/30/2016 Hours per month: 0% - 5% (0 - 6 hours) Hours per month during trading hours: 0% - 5% (0 - 5 hours) Duties: I manage the property and all work associated with it Business Name: O2 Mortgage Investment Related: No Address: 3800 Arapahoe Ave suite 210, Boulder CO 80303, United States Nature of Business: Mortgage/Lending Related Position: non producing equity owner Start Date: 03/07/2022 Number of Hours 1 Securities Trading Hours: 4 Description: mainly passive ownership with limited input and hours for strategic planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-24 |
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