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2595 Canyon Blvd Suite 220, Boulder, CO 80302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-02-01 |
Branch Locations
2595 Canyon Blvd Suite 220, Boulder, CO 80302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pimco Investments Llc | Newport Beach | CA | 05/2012 | 01/2021 |
| Pacific Investment Management Company Llc | Newport Beach | CA | 05/2012 | 01/2021 |
| Boulder Wealth Advisors, Llc | Boulder | CO | 02/2021 | Present |
Owner of a rental property, not investment related, Landlord, 0-1 hours per month, none during trading hours. Rockbrook: purchased on 3/26/18; 2501 Simmons Road Flower Mound TX 75024 Warren LLC: purchased on 8/10/18; 10247 Warren Parkway, Frisco TX 75035 Norman View: purchased on 7/25/18; 15115 Norman View Lane, Huntersville NC 28078 Norman View Property LLC owns the other part of the Norman view asset through a TIC with LPCA Plano Property LLC. LPCA Plano Property LLC owns 100% of HGE (Higher Ground Education) Rockbrook LLC, HGE Warren LLC and part of the norman view asset directly through a TIC with Norman View Property LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-09-27 |
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