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444 E. Pikes Peak Avenue Suite 200, Colorado Springs, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-21 |
Branch Locations
444 E. Pikes Peak Avenue Suite 200, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rick Payne Cpa And Associates | Thomas | OK | 08/2022 | 05/2023 |
| Pinecove | Tyler | TX | 05/2022 | 08/2022 |
| Keith Sawatsky Painting | Weatherford | OK | 01/2022 | 05/2022 |
| Merryman Accounting Services Cpa | Weatherford | OK | 01/2021 | 01/2022 |
| Keith Sawatsky Painting | Weatherford | OK | 04/2020 | 01/2021 |
| Rockin G Custom Backyards | Weatherford | OK | 04/2020 | 05/2020 |
| Southwestern Oklahoma State University | Weatherford | OK | 08/2019 | 05/2023 |
| Mark Skarda Lawn Service | Weatherford | OK | 05/2019 | 12/2019 |
| Mark Skarda Lawn Service | Weatherford | OK | 05/2018 | 08/2018 |
| Weatherford Highschool | Weatherford | OK | 08/2015 | 05/2019 |
| Unemployed | Weatherford | OK | 05/2023 | 10/2023 |
| Future Capital Management | Castle Rock | CO | 10/2023 | 07/2025 |
| Cascade Investment Group, Inc. | Colorado Springs | CO | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-10 |
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