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William Paul Tanner

Forty North Wealth

Glendale, CO

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Current Employers
Forty North Wealth

650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2017-12-19
  • CO RA
    APPROVED
    Since 2017-12-19

Branch Locations

650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tanner And Co Lakewood CO 01/1976 Present
Sii Investments, Inc. Glendale CO 09/2008 12/2017
Panoramic Investment Advisors Denver CO 12/2017 Present
  • 01/1976 → Present
    Tanner And Co
    Lakewood, CO
  • 09/2008 → 12/2017
    Sii Investments, Inc.
    Glendale, CO
  • 12/2017 → Present
    Panoramic Investment Advisors
    Denver, CO
Previous Registrations
  • 2009-02-10 → 2017-12-19
    Sii Investments, Inc.
    Centennial, CO
    Glendale, CO
Other Businesses

Owner of Tanner and Company, which provides tax preparation services. It is anticipated that 80% of his time, will be spent providing these services for which he may receive normal and customary compensation for this outside business activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-21
  • S66 Uniform Combined State Law Examination
    2009-01-21

View on SEC IAPD

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