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650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-03-08 |
Branch Locations
650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States
Sheridan, WY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Asset Management, Llc | Sheridan | WY | 02/2014 | 11/2022 |
| Panoramic Investment Advisors | Glendale | CO | 03/2024 | Present |
| Aca Global | Betheesda | MD | 01/2023 | 09/2023 |
| Integrated Compliance Advisors, Ltd. | Boulder | CO | 09/2023 | Present |
1. YMCA. Not investment Related. Sheridan, WY. Board of Directors. Treasurer and Chairman of Finance Committee. Start Date: 08/2013. 0 hrs/during security trading hours. 5 hrs/month outside of securities trading hours. Check Writing Authority.; 2. Integrated Compliance Advisors. Not Investment Related. Boulder, Co. Senior Lead Compliance Consultant. Start Date: 09/2023. Regulatory Compliance Consulting. 40 hrs/wk during securities trading hours. 0 hrs/mnth outside of securities trading hours.
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