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Denver, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-07 |
| CO | RA | APPROVED | 2023-01-06 |
| CA | RA | APPROVED | 2019-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kayne Anderson Rudnick | Los Angeles | CA | 07/2016 | 08/2017 |
| Oakwood Capital Management Llc | Los Angeles | CA | 08/2017 | 05/2018 |
| Five M Holdings Llc | Cheyenne | WY | 11/2017 | Present |
| Wolfpack Wealth Management Llc | Denver | CO | 01/2019 | Present |
Name: Five M Holdings, LLC Investment Related: No Address of Other Business: 1621 Central Ave, #8477, Cheyenne, WY, 82001 Nature of Other Business: Holding company of multiple businesses. Position/Title: President/CEO Start Date of Relationship: 12/12/2016 Number of hours/month devoted to other business: 3 hours Number of hours devoted to other business during securities trading hours: 0 hours Duties Related to Other Business: Analyzing financial data and completing internal accounting. Name: Wolfpack Tax & Accounting Investment Related: No Address of Other Business: 600 17th Street, Suite 2800 South, Denver, CO 80202 Nature of Other Business: Tax preparation & accounting services. Position/Title: President/CEO Start Date of Relationship: 06/01/2025 Number of hours/month devoted to other business: 16 hours Number of hours devoted to other business during securities trading hours: 0 hours Duties Related to Other Business: Tax preparation & accounting. Name: Denver Mobile Notary Services Investment Related: No Address of Other Business: Denver, CO 80204 Nature of Other Business: Notary public in the State of Colorado Position/Title: Independent Notary Public Start Date of Relationship: 01/04/2023 Number of hours/month devoted to other business: 8 hours Number of hours devoted to other business during securities trading hours: 0 hours Duties Related to Other Business: Notarizing documents. Name: Colorado Apostille Services Investment Related: No Address of Other Business: Denver, CO 80204 Nature of Other Business: Facilitating apostilles/authentications with the Colorado Secretary of State. Position/Title: President/CEO Start Date of Relationship: 04/01/2026 Number of hours/month devoted to other business: 4 hours Number of hours devoted to other business during securities trading hours: 0 hours Duties Related to Other Business: Facilitating apostilles/authentications with the Colorado Secretary of State.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-21 |
| S66 | Uniform Combined State Law Examination | 2015-05-16 |
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