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Advisor at GROWSTRONG WEALTH STRATEGIES
FORT COLLINS, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GROWSTRONG WEALTH STRATEGIES | Independent wealth | Jul 9, 2020 | n/a | yes | FORT COLLINS, CO | Current employment |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | Independent wealth | Aug 9, 2018 | Dec 31, 2020 | no | FORT COLLINS, CO|WAUKESHA, WI|LOVELAND, CO | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jan 6, 2012 | Aug 8, 2018 | no | FORT COLLINS, CO|LONGMONT, CO|FORT COLLINS, CO | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | Apr 27, 2007 | Jan 6, 2012 | no | FORT COLLINS, CO|FORT COLLINS, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | GROWSTRONG WEALTH STRATEGIES | Dec 31, 2020 | Jul 9, 2020 | -175 | Firm change after gap | RIA to RIA |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Aug 8, 2018 | Aug 9, 2018 | 1 | Firm change | Ibd to RIA |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Jan 6, 2012 | Jan 6, 2012 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 158292:308299:CO:2020-12-31 | Dec 31, 2020 | Jul 9, 2020 | LOVELAND, CO | Firm change after gap |
| 16164:158292:CO:2018-08-08 | Aug 8, 2018 | Aug 9, 2018 | FORT COLLINS, CO | Firm change |