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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-08 |
Branch Locations
7887 East Belleview Ave Suite #1100, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Private Wealth Management | Denver | CO | 03/2024 | Present |
| Wilderness Exchange Unlimited | Denver | CO | 05/2021 | Present |
| Ultimus Leverpoint | Clifton Park | NY | 04/2023 | 08/2023 |
| Market Of Choice | Eugene | OR | 03/2020 | 12/2021 |
| Chipotle | Denver | CO | 02/2020 | 05/2021 |
| Student/Unemployed | Eugene | OR | 05/2014 | 02/2020 |
Beacon Private Wealth Management. Is investment related. 7887 East Belleview Ave Suite 1100 Denver, CO 80237. Nature of business is DBA to offer investment and advisory services. Position is Employee. Started 03/04/2024. Spend approx 160 Hours per month on business, with 6.5 Hours per day during security trading hours. Duties are as Financial Planning Associate. // Wilderness Exchange. Is not investment related. 2401 15th Street Denver, CO 80201. Nature of business is Outdoor retailer. Position is Employee. Started 05/2021. Spend approx 4 Hours per month on business, with 0 Hours per day during security trading hours. Duties are tuning skis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-07 |
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