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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED_RES | 2026-06-16 |
Branch Locations
400 E. Horsetooth Rd Suite 201, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Fort Collins | CO | 01/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Loveland | CO | 01/2016 | 04/2026 |
| United Way Of Larimer County | Fort Collins | CO | 07/2015 | 06/2017 |
| Hope For Children Foundation | Denver | CO | 01/2015 | 06/2017 |
| Knights Of Columbus | Loveland | CO | 07/2016 | 06/2017 |
| Lpl Financial Llc | Fort Collins | CO | 07/2021 | 06/2026 |
| Wells Fargo Advisors Financial Network, Llc | Fort Collins | CO | 06/2026 | Present |
05/26/2026 - PRESENT PWR3, LLC - Real Estate Rental - Investment Related - Johnstown, CO - Start Date 07/01/2026 - 2 hours per month/ 0 hours during trading 10/09/23 - PRESENT PWR2, LLC - Real Estate Rental - Investment Related - Johnstown, CO - Start Date 10/09/2023 - 1 hour per mont/0 hours during trading 05/2019 PRESENT PWR1 LLC Johnstown Colorado United States SINGLE MEMBER 10/2020 PRESENT RTI Wealth Management, LLC FORT COLLINS Colorado United States No President 4/01/2026 - PRESENT Non Variable Insurance - Agent - Not Investment Related - Fort Collins, CO - Start Date 4/01/2026 - 3 hours per month/3 hours during trading 12/2020 PRESENT Kupakwashe Children SAN ANTONIO Texas - Board Member 03/2017 PRESENT Vivo Ut Serviam Fort Collins Colorado No Board Member RTI WEALTH MANAGEMENT LLC; INV RELATED;FORT COLLINS,CO; SERVES AS DBA FOR OPERATING INDEPENDENT FINANCIAL ADVISOR OFFICE.;100% OWNERSHIP; START DATE: 01/01/2023; 160 HRS PER MONTH; 160 HRS DURING TRADING; RENTAL PROPERTY - 2230 ; INV RELATED;LOVELAND,CO; RESIDENTIAL RENTAL;50% OWNERSHIP; START DATE: 10/09/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 4775 ; INV RELATED;JOHNSTOWN,CO; COMMERCIAL RENTAL;50% OWNERSHIP; START DATE: 05/26/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; KUPAKWASHE CHILDREN; INV RELATED;SAN ANTONIO,TX; UPAKWASHE CHILDREN IS A NON-PROFIT THAT SUPPORTS THE EDUCATION AND DEVELOPMENT OF CHILDREN IN ZIMBABWE.;ADVISORY BOARD MEMBER% OWNERSHIP; START DATE: 05/26/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; VIVO UT SERVIAM ; NOT INV RELATED;MONTROSE,CO; UPAKWASHE CHILDREN IS A NON-PROFIT THAT SUPPORTS THE EDUCATION AND DEVELOPMENT OF CHILDREN IN ZIMBABWE.;BOARD MEMBER% OWNERSHIP; START DATE: 03/01/2017; 1 HRS PER MONTH; 0 HRS DURING TRADING; NORTHER COLORADO CHAPTER OF LEGATUS ; NOT INV RELATED;ANN ARBOR,MI; SUPPORT OUR MEMBERS IN THEIR RELATIONSHIP TO GOD, THEIR SERVICE TO THEIR CHURCH AND THEIR ENDEAVORS IN BUSINESS.;BOARD MEMBER% OWNERSHIP; START DATE: 08/13/2026; 3 HRS PER MONTH; 0 HRS DURING TRADING; PWR1; INV RELATED;FORT COLLINS,CO; LLC;100% OWNERSHIP; START DATE: 05/01/2019; 2 HRS PER MONTH; - HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-08 |
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