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2101 Pearl Street, Boulder, CO 80302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crestone Asset Management | Boulder | CO | 03/2022 | 11/2022 |
| Janus Henderson Investors | Denver | CO | 01/2016 | 11/2017 |
| Great West Investments | Greenwood Village | CO | 11/2017 | 02/2022 |
| Unemployed | Littleton | CO | 11/2022 | 03/2023 |
| James Dreiling | Lakewood | CO | 05/2023 | 08/2025 |
| Northwestern Mutual Investment Services Llc | Lakewood | CO | 05/2023 | 08/2025 |
| Kilterhowling Llc | Boulder | CO | 09/2025 | Present |
WPSquared LLC, Not Investment-related, 6322 W Fremont Dr, Littleton, CO, USA, 100% Owner, Start Date: 07/27/2017, 3 hrs per week, 0 trading hrs per week, Real Estate Holding Co, Duties: Owner of company that holds rental properties for short and long term real estate rentals.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-02 |
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