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James Slayton King

Fruitage Financial LLC

Fort Collins, CO

CRD 5700026

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Employer firm

Fruitage Financial LLC CRD 283352

$82.6M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fruitage Financial Llc

2580 East Harmony Rd. Suite 301-50, Fort Collins, CO 80528 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2018-04-05
CA RA APPROVED 2017-10-17
MO RA APPROVED 2017-02-24
FL RA APPROVED 2016-05-20
  • CO RA
    APPROVED
    Since 2018-04-05
  • CA RA
    APPROVED
    Since 2017-10-17
  • MO RA
    APPROVED
    Since 2017-02-24
  • FL RA
    APPROVED
    Since 2016-05-20

Branch Locations

2580 East Harmony Rd. Suite 301-50, Fort Collins, CO 80528 • 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
Fruitage Financial Llc Fort Collins CO 03/2016 Present
Fruitage Financial Llc Fort Collins CO 05/2016 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-14
S63 Uniform Securities Agent State Law Examination 2015-03-28
  • S65 Uniform Investment Adviser Law Examination
    2015-04-14
  • S63 Uniform Securities Agent State Law Examination
    2015-03-28
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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