DFX Intelligence
Reading the graph
Reading the graph
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Family Offices
Colorado Springs, CO
••• Locked
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| T••• N••••• S•••••• | Chief Compliance Officer, Ceo | leadership | principal | n/a | yes | fact |
| L••••• K•••• | Operations Consultant | operations | unknown | n/a | yes | fact |
| E••• H•••• |
| Wealth Strategist |
| other |
| unknown |
| n/a |
| yes |
| fact |
| E••• L••• | Chief Growth Officer | leadership | senior | n/a | yes | fact |
| K••••••• Q••••• M•• | Wealth Strategist | other | unknown | n/a | yes | fact |
| C••• R••• | Wealth Manager | leadership | senior | n/a | yes | fact |
| E•••• L••••• | Client Experience Manager | leadership | senior | n/a | yes | fact |
| P••• B••••• | Wealth Strategist | other | unknown | n/a | yes | fact |
| M•••• V••••• | Operations Consultant | operations | unknown | n/a | yes | fact |
| B••• W••••• | Family Wealth Director | leadership | senior | n/a | yes | fact |
| C•••• S•••••• | Research Consultant | other | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): P••• B••••• (Wealth Strategist), L••••• K•••• (Operations Consultant), C•••• S•••••• (Research Consultant), M•••• V••••• (Operations Consultant), K••••••• Q••••• M•• (Wealth Strategist), E•••• L••••• (Client Experience Manager), E••• H•••• (Wealth Strategist), C••• R••• (Wealth Manager), B••• W••••• (Family Wealth Director), E••• L••• (Chief Growth Officer), Q•••• L•••• (Investment), T••• N••••• S•••••• (Chief Compliance Officer, Ceo).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan