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1610 Wynkoop Street, Suite 550, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2016-02-19 |
Branch Locations
1610 Wynkoop Street, Suite 550, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Denver | CO | 08/2015 | 09/2019 |
| Cetera Investment Advisers Llc | Denver | CO | 10/2015 | 02/2020 |
| Summit Financial Group Inc | Denver | CO | 10/2015 | 02/2020 |
| Triumph Capital Management | Denver | CO | 02/2016 | Present |
| Cetera Advisor Networks Llc | Denver | CO | 09/2019 | 02/2020 |
(1) Triumph Capital, LLC. Since 02/2020. 1610 Wynkoop Street, Suite 550, Denver, CO 80202. Insurance agent. Fixed and Long Term Care Insurance sales offered through the agency Triumph Capital, LLC. Educate and put in place insurance policies that coincide with client financial plans, goals, objectives, and insurance needs. Less than 5 hours per month spent on this activity. (2) Department of Veterans Affairs. Since 03/2006. 155 Van Gordon St., Lakewood, Co 80228. No held position - VA Pension/Medical Benefits. Not investment related. 0 hours spent on this activity per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-08 |
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