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Denver, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Securities Inc. | Huntington | NY | 03/2010 | Present |
| Skipping Stones Advisors Llc | Denver | CO | 04/2026 | Present |
9/2006-MAROM CONSULTING, LLC NON-INVESTMENT, BENEFITS ADVISOR 33% of time 3/2010-FEDERATED SECURITIES, INC. 680 PARK AVENUE, HUNTINGTON, NY. I SPEND APPROXIMATELY 33% PER MONTH AT THIS ACTIVITY. 3/2026-RIA (Skipping Stones Advisors, LLC) 33% of time Title: Managing Member Description of Activities: "Managing Member of a Colorado registered investment adviser providing non discretionary investment advisory services to individuals (primarily IRAs) and fiduciary consulting services to employer sponsored retirement plans. Activities include investment analysis, plan governance support, investment menu monitoring, and general advisory services. No securities are sold through the RIA." Time Spent: "Less than 10 hours per month." Compensation Type: "Flat fees, hourly fees, and asset based advisory fees. No commissions or transaction based compensation received through the RIA."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 2002-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-28 |
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