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Centennial, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-22 |
| WI | RA | APPROVED | 2009-04-14 |
| CO | RA | APPROVED | 2009-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Lake Advisors Llc | Englewood | CO | 10/2008 | Present |
(1) Mountain Asset Management , LLC; investment-related; 5251 DTC Parkway Suite 770, Greenwood Village CO 80111; buys and manages investment grade US bonds; Board Member; Start Date: March 2009; Approximately 8 hours per YEAR (less than 1 hour monthly), of which are typically during trading hours; Sit on quarterly meetings, review report on investments made and the financial performance of the company. (2) Food Bank of the Rockies ; not investment-related; 20600 E 38th Avenue, Aurora, CO 80011; Local Food Bank; Director and Treasurer ; Start Date: February 2016; Approximately 9 hours per YEAR (less than 1 hour monthly), of which are typically during trading hours; Sit on quarterly meetings, review report on investments made and the financial performance of the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-11 |
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