DFX Intelligence

Data Factory

RIA / WealthAdvisor27 years in industry

JOSH DAVID LOZOW

Advisor at BOK FINANCIAL PRIVATE WEALTH, INC.

Denver, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1023b52e-740c-d86c-291f-47a9b4ef311f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 11, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BOK FINANCIAL PRIVATE WEALTH, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 2, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Oct 2, 1998
First registration: Sep 11, 2002
Dual registered: no
Other names: JOSHUA DAVID LOZOW
IAPD individual key: 3024024

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOK FINANCIAL PRIVATE WEALTH, INC.	Independent wealth	Apr 3, 2024	n/a	yes	Denver, CO	Current employment
MERCER GLOBAL ADVISORS INC.	Independent wealth	Mar 14, 2023	Jun 30, 2023	no	Denver, CO\|DENVER, CO	Previous registration
BUCKINGHAM STRATEGIC WEALTH, LLC	Former SEC adviser	Jul 19, 2019	Aug 8, 2022	no	DENVER, CO\|ST LOUIS, MO	Previous registration
CAM INVESTOR SOLUTIONS	Independent wealth	Aug 23, 2017	Jun 4, 2019	no	DENVER, CO	Previous registration
GHP INVESTMENT ADVISORS INC	Independent wealth	Oct 7, 2016	Dec 13, 2016	no	DENVER, CO	Previous registration
TRANSITIONS WEALTH MANAGEMENT, LLC	Former SEC adviser	Sep 11, 2002	Feb 25, 2020	no	GREENWOOD VILLAGE, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERCER GLOBAL ADVISORS INC.	BOK FINANCIAL PRIVATE WEALTH, INC.	Jun 30, 2023	Apr 3, 2024	278	Firm change	RIA to RIA
BUCKINGHAM STRATEGIC WEALTH, LLC	MERCER GLOBAL ADVISORS INC.	Aug 8, 2022	Mar 14, 2023	218	Firm change	RIA to RIA
TRANSITIONS WEALTH MANAGEMENT, LLC	GHP INVESTMENT ADVISORS INC	Feb 25, 2020	Oct 7, 2016	-1,236	Firm change after gap	Other
CAM INVESTOR SOLUTIONS	BUCKINGHAM STRATEGIC WEALTH, LLC	Jun 4, 2019	Jul 19, 2019	45	Firm change	RIA to ibd
GHP INVESTMENT ADVISORS INC	CAM INVESTOR SOLUTIONS	Dec 13, 2016	Aug 23, 2017	253	Firm change	Other

Relationships

Registered with (6)

→ BOK FINANCIAL PRIVATE WEALTH, INC.Registered adviserregistration: current employment
Apr 3, 2024 to presentfactForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Mar 14, 2023 to Jun 30, 2023factForm ADV
→ BUCKINGHAM STRATEGIC WEALTH, LLCRegistered adviserregistration: previous registration
Jul 19, 2019 to Aug 8, 2022factForm ADV
→ TRANSITIONS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 11, 2002 to Feb 25, 2020factForm ADV
→ CAM INVESTOR SOLUTIONSRegistered adviserregistration: previous registration
Aug 23, 2017 to Jun 4, 2019factForm ADV
→ GHP INVESTMENT ADVISORS INCRegistered adviserregistration: previous registration
Oct 7, 2016 to Dec 13, 2016factForm ADV

Dated events

Occurred
Jun 30, 2023
Advisor changed firm
Josh David Lozow left Mercer Global Advisors Inc. for Bok Financial Private Wealth, Inc. (registered 2024-04-03)
Form ADVobserved 6 days ago
Occurred
Aug 8, 2022
Advisor changed firm
Josh David Lozow left Buckingham Strategic Wealth, Llc for Mercer Global Advisors Inc. (registered 2023-03-14)
Form ADVobserved 6 days ago