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1610 Wynkoop Street, Suite 550, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2016-02-18 |
Branch Locations
1610 Wynkoop Street, Suite 550, Denver, CO 80202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | 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 | Louisville | CO | 09/2019 | 02/2020 |
(1) Triumph Capital, LLC. Since 02/2020. 357 S. McCaslin Blvd., Suite 200, Louisville, CO 80027. Insurance agent. Fixed, Long Term Care, and Disability 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) Jim B. Peters, LLC. Since 01/2015. 357 S. McCaslin Blvd., Suite 200, Louisville, CO 80027. Owner. LLC created for tax planning and bill paying. 0 hours spent on this activity per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-06 |
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