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650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-08 |
Branch Locations
650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Panoramic Investment Advisors | Glendale | CO | 10/2019 | Present |
| Compliance Resource Partners | Denver | CO | 10/2019 | 04/2023 |
| Aca Group | New York | NY | 10/2022 | 04/2023 |
| School District 27J | Brighton | CO | 08/2012 | 04/2023 |
1. Integrated Compliance Advisors. Not Investment Related. Boulder, Co. Compliance Consultant. Start Date: 04/2022. 40 hrs/week during securities trading hours. 0hrs/mnth outside of securities trading hours. Provide regulatory compliance support to SEC RIAs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-07 |
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