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Current Employers
Peak Asset Management, Llc

1371 E. Hecla Drive Suite A, Louisville, CO 80027 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-03-18
  • CO RA
    APPROVED
    Since 2021-03-18

Branch Locations

1371 E. Hecla Drive Suite A, Louisville, CO 80027 • United States

1371 E. Hecla Drive Suite A, Louisville, CO 80027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Lone Tree CO 03/2015 05/2019
Jp Morgan Chase Bank Na Boulder CO 06/2019 03/2020
Jp Morgan Securities Llc Boulder CO 06/2019 03/2020
Reputation Resolutions Englewood CO 03/2020 11/2020
Peak Asset Management Llc Louisville CO 11/2020 Present
Previous Registrations
Other Businesses

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. "Enrolled" means to be licensed to practice by the federal government, and "Agent" means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent any taxpayer before the IRS. The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department. The license is earned in one of two ways: by passing a comprehensive examination which covers all aspects of the tax code, or having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check 25 conducted by the IRS. In addition to the stringent testing and application process, the IRS requires Enrolled Agents to complete 72 hours of continuing professional education, reported every three years, to maintain their Enrolled Agent status. Because of the knowledge necessary to become an Enrolled Agent and the requirements to maintain the license, there are only about 46,000 practicing Enrolled Agents. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents receive their right to practice from the U.S

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-12
S63 Uniform Securities Agent State Law Examination 2015-08-14
  • S66 Uniform Combined State Law Examination
    2019-04-12
  • S63 Uniform Securities Agent State Law Examination
    2015-08-14
Designations
Other Names
  • Bethany Berry
  • Bethany A Berry
  • Bethany Alyssa Berry

View on SEC IAPD

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