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1536 Cole Boulevard Suite 205, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-20 |
| CO | RA | APPROVED | 2022-12-12 |
Branch Locations
1536 Cole Boulevard Suite 205, Golden, CO 80401 • United States
1536 Cole Boulevard Suite 205, Golden, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Finanical Newtwork | Waltham | MA | 01/2013 | 10/2019 |
| Summit Wealth Group | Lakewood | CO | 01/2013 | 10/2019 |
| Lpl Financial, Llc | Arvada | CO | 11/2019 | 12/2022 |
| Trailwise Financial Partners, Llc | Arvada | CO | 10/2022 | Present |
1. 11/18/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Other-NOTARY PUBLIC - Started 09/2016 - 1 Hour Per Month. 2. 9/9/2021 - Sage Brush Properties, LLC - Investment Related - Buena Vista, CO 81211 - Real Estate Rental - Started 10/01/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Short-term rental. 3. NOVATRAK, LLC. MANAGING MEMBER. PROPRIETARY WEB BASED SOFTWARE SOLUTION FOR FINANCIAL PLANNING.ASSISTS WITH BUSINESS DEVELOPMENT AND STRATEGY. SPENDS LESS THAN 15% OF TIME EACH MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-24 |
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