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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-08 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
3711 John F. Kennedy Pkwy, Ste. 240, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Form Collins | CO | 09/2015 | 06/2019 |
| Cetera Investment Advisors | Fort Collins | CO | 10/2015 | 06/2019 |
| Triumph Capital Management | Denver | CO | 02/2016 | 01/2024 |
| Hoffmeyer Wealth Management | Fort Collins | CO | 01/2024 | Present |
| Cwm, Llc | Omaha | NE | 01/2024 | Present |
NAME OF BUSINESS: Colorado Coyote Swaps, LLC NATURE: Dormant LLC START: 10/31/2022 POSITION: Owner APPX. HRS/MONTH: 0 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Keep LLC in good standing NAME OF BUSINESS: Buildz 4 Badges NATURE: 501(c)(3) charity that restores classic cars to sell at auctions START: 11/16/2020 POSITION: President APPX. HRS/MONTH: 4 % APPX HRS/MONTH DURING TRADING HOURS: 4 DUTIES: Attend board meetings, share the story of the foundation with the local community, engage in fundraising events, and manage budget and financials with other board members, NAME OF BUSINESS: 3 Comma Ventures NATURE: Holding Company START: 10/01/2023 POSITION: Member APPX. HRS/MONTH: 0 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Accounting and tax preparation FIXED INSURANCE NATURE: Insurance START: 01/01/2006 APPX. HRS/MONTH: 20 % APPX HRS/MONTH DURING TRADING HOURS: 20 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-05-14 |
| S65 | Uniform Investment Adviser Law Examination | 2008-01-26 |
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