Best Investors Account Sign in
Current Employers
Traction Financial Partners

168 County Road 648, Encampment, WY 82325-1028 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-06-04
  • CO RA
    APPROVED
    Since 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

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
OrganizationCityStateFromTo
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
  • 12/2018 → 07/2019
    Miller Consulting Group
    Fairfax, VA
  • 01/2020 → 01/2022
    Grant Thornton, Llp
    Arlington, VA
  • 01/2022 → 09/2023
    Rsm, Llp
    Denver, CO
  • 11/2023 → 05/2024
    Connor Group Cx
    Lehi, UT
  • 06/2024 → Present
    Littleton, CO
  • 09/2014 → 10/2019
    Student
    Annandale, VA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-04
  • S65 Uniform Investment Adviser Law Examination
    2024-05-04
Designations

View on SEC IAPD

More in Encampment, WY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor