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7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-10-20 |
Branch Locations
7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspire Financial Services | Tampa | FL | 04/2013 | 07/2017 |
| Unified Trust Company | Lexington | KY | 03/2018 | 06/2020 |
| Monarch Plan Advisers | Simi Valley | CA | 10/2017 | 02/2018 |
| N/A | Denver | CO | 08/2017 | 02/2018 |
Delta Upsilon International Fraternity - Board of Directors - Serve as a volunteer Director (July 2016 - Present). Average of 8-12 hours per month. The business is not investment related. The board of directors appoints the executive director, votes on necessary operational functions, and sets the strategic direction of the Fraternity. The Fraternity's headquarters is located at 8705 Founders Road, Indianapolis, IN 46268.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-20 |
| S66 | Uniform Combined State Law Examination | 2006-05-09 |
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