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1615 Foxtrail Drive Suite 260, Loveland, CO 80538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-09-09 |
| TX | RA | APPROVED | 2024-09-09 |
Branch Locations
1615 Foxtrail Drive Suite 260, Loveland, CO 80538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grant Thornton Llp | Denver | CO | 07/2016 | 09/2018 |
| Thrivent Financial | Appleton | WI | 09/2018 | 01/2019 |
| Intuit Turbotax | San Diego | CA | 01/2021 | 05/2021 |
| Unemployed | Hillsdale | MI | 11/2020 | 12/2020 |
| Chbw Co Pc | Hillsdale | MI | 11/2019 | 10/2020 |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 06/2019 | 10/2019 |
| Bella Fenestra Llc | Fort Collins | CO | 03/2019 | 05/2019 |
| Unemployed | Denver | CO | 02/2019 | 02/2019 |
| Thrivent Investment Management Inc | Greenwood Village | CO | 09/2018 | 01/2019 |
| Cambridge Investment Research Inc | Fairfield | IA | 06/2019 | 10/2019 |
| Steven Weigandt | Loveland | CO | 07/2021 | 09/2024 |
| Northwestern Mutual Investment Services Llc | Loveland | CO | 07/2021 | 09/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2022 | 09/2024 |
| Perspective Wealth Advisors Llc Dba Perspective Wealth Advisors | Loveland | CO | 09/2024 | Present |
TREASURER, PARISH LIFE MINISTRIES, 3305 ICE LAKE CT, LOVELAND, , COLORADO, 80538, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 9/13/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, TREASURER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-30 |
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