Tammi Sue Ellis

Current Employers

Forty North Wealth

650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2023-08-02

CO RA
APPROVED

Since 2023-08-02

Branch Locations

Glendale, CO • United States

650 South Cherry Street, Suite 840, Glendale, CO 80246 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Panoramic Investment Advisors	Glendale	CO	08/2023	Present
Fidelity National Title Insurance	Denver	CO	11/2019	07/2023
First American Title Insurance	Denver	CO	05/2016	11/2019

08/2023 → Present

Panoramic Investment Advisors

Glendale, CO
11/2019 → 07/2023

Fidelity National Title Insurance

Denver, CO
05/2016 → 11/2019

First American Title Insurance

Denver, CO

Other Businesses

1. Integrated Compliance Advisors, LTD; not investment related; 2101 Pearl Street, Boulder, CO 80302; Compliance Consultant; August 2023; 30 hrs/mth; 30 hrs/mth during securities trading hours; business consultant

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-07-10

S65 Uniform Investment Adviser Law Examination

2023-07-10

Other Names

Tammi Sue Jensen
Tammi Sue Mcnulty
Tammi Sue Thomas

View on SEC IAPD