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1804 Alpine Dr, Erie, CO 80516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bessemer Trust | Denver | CO | 06/2014 | 09/2019 |
| Innovest Portfolio Solutions | Denver | CO | 11/2019 | 12/2022 |
| Wealtheq | Erie | CO | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-31 |
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