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4025 Automation Way #D1, Fort Collins, CO 80525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-20 |
| CO | RA | APPROVED | 2016-10-21 |
Branch Locations
4025 Automation Way #D1, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers | Newport Beach | CA | 08/2013 | 09/2016 |
| Sole Proprietor | Fort Collins | CO | 11/2013 | 09/2017 |
| Sample Cpa'S, Llc | Fort Collins | CO | 06/2016 | Present |
| Sample Financial Advisers, Llc | Fort Collins | CO | 09/2016 | Present |
Sample CPAs, LLC; Non-investment related public account firm located in Fort Collins, CO. As of Aug 2016 Lance is a managing member and prepares tax returns. Approx 10hrs per month is spent on this activity after market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-13 |
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