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5975 South Quebec Street Suite 310, Centennial, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-22 |
| CO | RA | APPROVED | 2026-07-21 |
| MT | RA | APPROVED | 2026-04-13 |
Branch Locations
5975 South Quebec Street Suite 310, Centennial, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Planning Group, Llc | Fishtail | MT | 02/2026 | Present |
| Fishtail Capital | Fishtail | MT | 03/2021 | Present |
| Powell Capital | Gig Harbor | WA | 08/2017 | 03/2019 |
| Deckr Llc | Fishtail | MT | 03/2011 | 08/2017 |
| Unemployed | N/A | XX | 04/2019 | 02/2021 |
1) Fishtail Capital; Not investment-related; Fishtail, MT. 59028; Business Consulting; Chief Executive Officer; 3/15/2021; 20 hours per month: 0 during trading hours; Handle all of the consulting operations, and oversee the ag/timber/real estate rental/leasing operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-13 |
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