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4045 St. Cloud Drive Suite 220, Loveland, CO 80538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-03-03 |
Branch Locations
4045 St. Cloud Drive Suite 220, Loveland, CO 80538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vital Investment Management | Loveland | CO | 11/2021 | Present |
| Stephanie Packham Cpa Llc | Fort Collins | CO | 08/2018 | Present |
| Deloitte And Touche Llc | Phoenix | AZ | 10/2017 | 07/2018 |
| Idaho State University | Pocatello | ID | 08/2016 | 08/2017 |
| Stephanie Packham Cpa Llc | Fort Collins | CO | 06/2017 | 09/2017 |
Stephanie Packham CPA LLC, accounting firm, not investment-related, 736 Whalers Way F200, Fort Collins, CO 80525. Employee since 08/2018, approximately 20 hours/week, 80 hours/month, mostly during securities trading hours. Bookkeeping services for veterinary hospitals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-03 |
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