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Gary A. Melling

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CRD#: 849957
GM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Alan Melling, who also goes by Gary A Melling, was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1978. Gary had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 1, Series 2, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gary A Melling

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 10, 2003 - January 10, 2018

JASMIJN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 127066
WHEATRIDGE, CO
Past

January 1, 1999 - September 18, 2003

PERSONAL BENEFIT SERVICES OF COLORADO

RIA
CRD#: 108312
WHEATRIDGE, CO
Past

January 1, 1999 - December 15, 2017

OSAIC WEALTH, INC.

RIA
CRD#: 23131
LAKEWOOD, CO
Past

November 29, 1996 - February 19, 2002

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

November 19, 1989 - December 15, 2017

OSAIC WEALTH, INC.

BD
CRD#: 23131
LAKEWOOD, CO
Past

November 6, 1981 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

March 13, 1978 - November 29, 1996

THE GREAT-WEST LIFE ASSURANCE COMPANY

BD
CRD#: 5927
ENGLEWOOD, CO

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/29/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/24/1978
Registered Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 6/10/1972
Non-Member General Securities Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


JC
JASMIJN CAPITAL MANAGEMENT, LLC
AGILE CAPITAL MANAGEMENT, LLC. (DBA "PERSONAL BENEFIT SERVICES OF COLORADO") | SALT VALLEY ASSOCIATES, LLC | PERSONAL BENEFIT SERVICES OF COLORADO, INC. | PERSONAL BENEFIT SERVICER OF COLORADO, INC. | JASMIJN CAPITAL MANAGEMENT, LLC | AGILIS WEALTH MANAGEMENT,LLC | AGILIS WEALTH MANAGEMENT | AGILE CAPITAL MANAGEMENT, LLC. (DBA PERSONAL BENEFIT SERVICES)

CRD#: 127066 / SEC#: 801-112504

RIA
Registered Investment Advisory firm - (8/8/2024 Terminated)
Arizona
Registered Investment Advisory firm - (5/30/2019 Terminated)
California
Registered Investment Advisory firm - (2/7/2024 Approved)
Colorado
Registered Investment Advisory firm - (2/25/2024 Approved)
District of Columbia
Registered Investment Advisory firm - (8/26/2016 Terminated)
Maryland
Registered Investment Advisory firm - (7/1/2019 Terminated)
Minnesota
Registered Investment Advisory firm - (5/31/2019 Terminated)
New Mexico
Registered Investment Advisory firm - (3/28/2024 Approved)
Utah
Registered Investment Advisory firm - (2/7/2024 Approved)
Virginia
Registered Investment Advisory firm - (5/31/2019 Terminated)
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Contact information


Main Address
5917 W 10925 N, Highland, UT 84003
Mailing Address
Phone number
(303) 991-6409
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts267
AUM (Assets Under Management)$ 71,429,768

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


JASMIJN CAPITAL MANAGEMENT, LLC

CRD#: 127066

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