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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-22 |
| TX | RA | APPROVED_RES | 2015-01-20 |
| CO | RA | APPROVED | 2012-01-06 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Greenwood Village | CO | 06/2001 | Present |
| Executive Planning Strategies, Inc | Aurora | CO | 01/2002 | Present |
| Integrated Tax Advisors | Greenwood Village | CO | 04/2009 | 04/2021 |
| Bldg Capital Llc | Parker | CO | 10/2009 | 04/2021 |
| Dtc Office Partners | Edgewood | CO | 11/2009 | 05/2025 |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2012 | Present |
| Executive Holdings Llc | Parker | CO | 01/2020 | Present |
| Panorama Management Llc | Centennial | CO | 03/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Executive Holdings LLC, no, 16364 Flintlock Ct, Parker, CO 80134, Real Estate Holding, Manager and Member Executive Planning Strategies, Inc./no/16364 Flintlock Ct Parker CO 80134/President, Founder and CPA - 1/2002 / EPS Inc is a tax consulting and review firm. Through EPS, Brian Loiseau (CPA) can do a variety of tax projects including preparation, consulting and benefit plan design. EPS can also engage in health insurance consulting and debt programs under DebtAmerica. As an S-Corp, EPS is a pass through entity for all WFG/WGS and IAI compensation PANORAMA MANAGEMENT LLC POSITION: LLC Member NATURE: Operate the WFG and TFA offices for multiple agents, pay common expenses and cost sharing INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2024 ADDRESS: 9200 E. Mineral Avenue, Suite 400, Centennial CO 80112, United States DESCRIPTION: Operations of a WFG and TFA office, collect rent from sublessees, remit lease payments to landlord, provide common services such as phone, fax, copier, etc. Maintain a professional office environment for our WFG and TFA practices
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-03 |
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