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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-02-15 |
Branch Locations
1729 Terry Street, Longmont, CO 80501 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • 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 |
|---|---|---|---|---|
| Oliver Asset Management | Longmont | CO | 01/2019 | Present |
| Change Path, Llc | Leawood | KS | 02/2019 | Present |
| Oliver Financial Group | Longmont | CO | 06/2001 | 12/2018 |
OLIVER ASSET MANAGEMENT - DBA, NON-INVESTMENT RELATED, 1729 TERRY STREET, LONGMONT, CO 80501, PRESIDENT, SINCE 2001, APX 10 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS. OLIVER ASSET MANAGEMENT, INVESTMENT RELATED, 1729 TERRY STREET, LONGMONT, CO 80501, LIFE INSURANCE AND ANNUITY SALES, INSURANCE AGENT, SINCE 2001, APX 100 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-12 |
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