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1635 Foxtrail Drive, Loveland, CO 80538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-04 |
| WY | RA | APPROVED | 2018-01-11 |
| CO | RA | APPROVED | 2017-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigation Financial Services, Inc. | Fort Collins | CO | 01/2014 | 08/2017 |
| Navigation Wealth Management, Inc. | Fort Collins | CO | 04/2016 | 08/2017 |
| Fletching Arrows Wealth Management Llc | Fort Collins | CO | 08/2017 | Present |
| Fletching Arrows Financial Llc | Fort Collins | CO | 07/2017 | Present |
1)Fletching Arrows Financial LLC; Investment Related; Fort Collins, CO; Managing Member/Insurance Agent; Insurance Sales; 07/2017; Approximately 5% of time spent working on Fletching Arrows Financial LLC. 2)Financial Peace University; Investment Related; Fort Collins, CO; Coordinator; 01/2018; 5% of time spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-03-02 |
| S65 | Uniform Investment Adviser Law Examination | 2014-10-15 |
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