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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-23 |
| CO | RA | APPROVED | 2000-02-28 |
Branch Locations
702 W Drake Road #Fa, Fort Collins, CO 80526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shinn Consultants Pc Cpa'S | Ft Collins | CO | 01/1993 | 05/2019 |
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Clear Path Advisors | Fort Collins | CO | 05/2019 | Present |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
1. CPA IN TRUSTED ADVISOR PRACTICE; WWW.MYCPAFC.COM. 2. ADMINISTRATOR OF NON-FAMILY MEMBER TRUST - AS PART OF CPA PRACTICE. 3. SHINN REAL PROPERTY, LLC / HEIBAI, LLC / GILPIN REAL PROPPERTY LLC / 44TH REAL PROPERTY, LLC / S&G LAMONA, LLC / LARKSPUR REAL PROPERTY LLC / VENUS REAL PROPERTY LLC / CASHNCLOSE LLC (2); PROPERTY MANAGER - RENTALS; START 7/14/2014; APPROX 10 HOURS/MONTH. 4. THE FORT RECOVERY, INC; 1317 WEBSTER AVE, FORT COLLINS, CO 80524; TREASURER; START 5/13/2025; APPROX 40 HOURS/MONTH. 5. 1317 TIC OWNERSHIP GROUP; 1942 E LINCOLN, FORT COLLINS, CO 80524; 50% OWNER; START 2/3/2025; APPROX 5 HOURS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 1999-09-13 |
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