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Advisor at POLARIS WEALTH PARTNERS
DENVER, 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 |
|---|---|---|---|---|---|---|
| POLARIS WEALTH PARTNERS | State registered | Jan 28, 2026 | n/a | yes | DENVER, CO | Current employment |
| RIO ASSET MANAGEMENT LLC | n/a | Dec 20, 2006 | Apr 16, 2021 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RIO ASSET MANAGEMENT LLC | POLARIS WEALTH PARTNERS | Apr 16, 2021 | Jan 28, 2026 | 1,748 | Firm change after gap | Other |