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168 County Road 648, Encampment, WY 82325-1028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-04 |
Branch Locations
168 County Road 648, Encampment, WY 82325-1028 • United States
8321 S. Sangre De Cristo Road Suite 102, Littleton, CO 80127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Consulting Group | Fairfax | VA | 12/2018 | 07/2019 |
| Grant Thornton, Llp | Arlington | VA | 01/2020 | 01/2022 |
| Rsm, Llp | Denver | CO | 01/2022 | 09/2023 |
| Connor Group Cx | Lehi | UT | 11/2023 | 05/2024 |
| Traction Financial Partners | Littleton | CO | 06/2024 | Present |
| Student | Annandale | VA | 09/2014 | 10/2019 |
1) Certified Public Accountant (CPA); not investment related; 10 Hours per month; 10 hours during trading 2) Managing Member; Front Range Tax Services; Tax preparation and consultation services. Separate from advisory services. 50 Hours per month; 50 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-04 |
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