Joshua A. Cumrine

RPC WEALTH

Loveland, CO 80537

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CRD#: 5387098

Professional summary

Joshua Adam Cumrine is a registered financial advisor currently at RPC WEALTH, LLC located in Loveland, Colorado.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Joshua has worked at 4 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 01/2009 - PRESENT, CUMRINE & COMPANY, LLC, 750 W EISENHOWER BLVD, SUITE 300 LOVELAND, COLORADO 80537, OWNER/INSURANCE SALES/IAR/TEACHING, HOURS DEDICATED: 40/WEEK (40/WEEK DURING SECURITIES TRADING HOURS) 2) 07/2020 - Present, Retirement Planning Center of the Rockies, 700 West Eisenhower Blvd., Suite 130, Loveland, CO 80537, Co-Owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Adam Cumrine's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 18, 2015 - Present

RPC WEALTH, LLC

Office #1: 700 W. Eisenhower Blvd Suite 130, Loveland, CO 80537

RIA

CRD#: 221532

Loveland, CO

Past

May 1, 2014 - June 29, 2015

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

LOVELAND, CO

Past

October 12, 2012 - May 1, 2014

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

JOHNSTOWN, CO

Past

August 8, 2007 - January 28, 2009

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

BOULDER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/18/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/10/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 8/7/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RPC WEALTH, LLC

CUMRINE WEALTH MANAGEMENT, LLC | RPC WEALTH, LLC

CRD#: 221532 / SEC#:

Colorado

Registered Investment Advisory firm - (6/18/2015 Approved)

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Contact information

Main Address

700 W. Eisenhower Blvd Suite 130, Loveland, CO 80537

Mailing Address

Phone number

(970) 663-3211

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	561
AUM (Assets Under Management)	$ 55,517,404

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Joshua A. Cumrine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Adam Cumrine's CRS (Customer Relationship Summary).

Certified licenses

Experience

RPC WEALTH, LLC

BROOKSTONE WEALTH ADVISORS, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

CHASE INVESTMENT SERVICES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2012

Series 6

Date: 8/7/2007

Current Firm

RPC WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RPC WEALTH, LLC

TRUST BUT VERIFY

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