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917 Front Street Suite 160, Louisville, CO 80027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-06-05 |
Branch Locations
917 Front Street Suite 160, Louisville, CO 80027 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boulder | CO | 04/2016 | 06/2023 |
| Gainline Financial Partners, Llc | Louisville | CO | 06/2023 | Present |
1. INSURANCE AGENT; INV. RELATED; LOUISVILLE, CO; INSURANCE; AGENT; START 6/2014; NUMBER OF HOURS PER MONTH, INCLUDING DURING SECURITIES TRADING HOURS, DEPENDENT ON CLIENT NEED; SERVICING CLIENT POLICIES. 2. CO-TRUSTEE FOR FATHER'S TRUST; INV. RELATED; WHEATON, IL; START 6/2017; 1 HR PER MONTH; 1 HR DURING TRADING. 3. ODIN PROPERTIES LLC, INV RELATED, BOULDER, CO, 19% OWNER, START 1/1/2018, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: PARTNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-17 |
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