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1465 Kelly Johnson Blvd Suite 200, Colorado Springs, CO 80920 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-13 |
Branch Locations
1465 Kelly Johnson Blvd Suite 200, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 56 Capital Partners, Ltd | Colorado Springs | CO | 03/2026 | Present |
| Bullbourne Farms | Cornersville | TN | 01/2016 | 08/2019 |
| Chick-Fil-A | Columbia | TN | 08/2019 | 07/2021 |
| Boys And Girls Club Of Middle Tennessee | Columbia | TN | 07/2021 | 07/2022 |
| La Superior Supermarket | Columbia | TN | 08/2022 | 12/2022 |
| Ascend Federal Credit Union | Columbia | TN | 12/2022 | 05/2025 |
| Huntington National Bank | Colorado Springs | CO | 05/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-13 |
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