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Advisor at WEALTH MANAGEMENT CONSULTANTS L.L.C.
CASTLE PINES, 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 |
|---|---|---|---|---|---|---|
| WEALTH MANAGEMENT CONSULTANTS L.L.C. | State registered | Apr 14, 2015 | n/a | yes | CASTLE PINES, CO | Current employment |
| WEALTH MANAGEMENT CONSULTANTS INC | Former SEC adviser | Mar 5, 2007 | Jan 13, 2021 | no | LITTLETON, CO | Previous registration |
| ZIONS CAPITAL ADVISORS, INC. | Institutional manager | Dec 2, 2005 | Mar 1, 2007 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH MANAGEMENT CONSULTANTS INC | WEALTH MANAGEMENT CONSULTANTS L.L.C. | Jan 13, 2021 | Apr 14, 2015 | -2,101 | Channel change | RIA to state RIA |
| ZIONS CAPITAL ADVISORS, INC. | WEALTH MANAGEMENT CONSULTANTS INC | Mar 1, 2007 | Mar 5, 2007 | 4 | Firm change | Other |