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Lafayette, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-24 |
| CO | RA | APPROVED | 2017-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altitude Edge Consultants, Llc | Boulder | CO | 05/2013 | 06/2018 |
| Winding Trail Financial Planning, Llc | Lafayette | CO | 09/2016 | Present |
| Intuit, Inc. | Palo Alto | CA | 01/2021 | 09/2021 |
| Winding Trail Accounting, Llc | Lafayette | CO | 06/2018 | Present |
Dwight C. Dettloff as Managing Member of Winding Trail Accounting, LLC also provides tax advice and preparation services as well as other accounting and business consulting services. Winding Trail Accounting, LLC is a licensed CPA firm with the state of Colorado. This activity accounts for approximately 20% of Mr. Dettloff's time. Mr. Dettloff serves as trustee of a family trust and has a temporary role as President of a family-owned business to facilitate its sale and wind-down. This role requires fewer than 10 hours per week and does not create a material conflict of interest with his advisory activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-01 |
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