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Four Seasons Investment Advisors, Inc. CRD 132375
$107M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1120 E Main Street, Montrose, CO 81401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-03-31 |
| CO | RA | APPROVED | 2005-09-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oberlin Financial Corp. | Bryan | OH | 01/2004 | Present |
| Four Seasons Investment Advisors Inc. | Montrose | CO | 05/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-27 |
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