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Edwards, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-08 |
| WA | RA | APPROVED | 2026-04-01 |
| WI | RA | APPROVED | 2025-12-02 |
| CO | RA | APPROVED | 2025-07-08 |
Branch Locations
Edwards, CO • United States
114 E. Main St. Suite 213, Waunakee, WI 53597 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-12-04 |
| WI | RA | APPROVED | 2017-03-22 |
Branch Locations
114 E. Main St. Suite 213, Waunakee, WI 53597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xssentials | Avon | CO | 08/2013 | 06/2017 |
| Investment Professionals, Llc | Madison | WI | 02/2017 | Present |
| Pathway Financial Advisory, Llc | Edwards | CO | 02/2025 | Present |
Rob Pierangeli is an Investment Adviser Representative of Investment Professionals, LLC. He spends about 20% of his time on this activity. All representatives of PFA are subject to PFA's Code of Ethics, which includes submission of personal securities transactions, attestation to a fiduciary duty to PFA's clients, and restrictions on misuse of non-public information. Supervisor(s) of Rob Pierangeli review Rob Pierangeli's trading activities to ensure compliance with PFA's Code of Ethics. Rob Pierangeli does not solicit clients of PFA to his outside business activity and shall only represent the interest of PFA while interacting with PFA's clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-22 |
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