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1536 Cole Boulevard Suite 205, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2022-12-20 |
Branch Locations
1536 Cole Boulevard Suite 205, Golden, CO 80401 • United States
1536 Cole Boulevard Suite 205, Golden, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2015 | 11/2019 |
| Lpl Financial Llc | Arvada | CO | 11/2019 | 12/2022 |
| Trailwise Financial Partners, Llc | Arvada | CO | 12/2022 | Present |
1) 11/2020 - Non-Variable Insurance - Nicholas Rose - Investment Related - Arvada, CO 80002 2) NOVATRAK, LLC. MANAGING MEMBER. PROPRIETARY WEB BASED SOFTWARE SOLUTION FOR FINANCIAL PLANNING.ASSISTS WITH BUSINESS DEVELOPMENT AND STRATEGY. SPENDS LESS THAN 15% OF TIME EACH MONTH. 3.) ENCORR CARDS. NOT INVESTMENT RELATED. COLORADO. INVESTOR. COLLECTABLE TRADING CARD COMPANY. START DATE: 08/2026. LESS THAN 10% OF TIME EACH MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-18 |
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