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Advisor at GALLATIN RIVER CAPITAL LLC
LITTLETON, 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 |
|---|---|---|---|---|---|---|
| GALLATIN RIVER CAPITAL LLC | No RAUM reported | Aug 14, 2026 | n/a | yes | LITTLETON, CO | Current employment |
| JPL WEALTH MANAGEMENT, LLC | Independent wealth | Nov 27, 2023 | Sep 11, 2026 | no | GREENWOOD VILLAGE, CO | Previous registration |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Oct 1, 2019 | Nov 9, 2023 | no | DENVER, CO|DENVER, CO | Previous registration |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Aug 23, 2018 | Jul 15, 2019 | no | DENVER, CO | Previous registration |
| GALLATIN RIVER CAPITAL LLC | n/a | Oct 6, 2011 | Apr 20, 2018 | no | BOULDER, CO|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JPL WEALTH MANAGEMENT, LLC | GALLATIN RIVER CAPITAL LLC | Sep 11, 2026 | Aug 14, 2026 | -28 | Firm change | RIA to new firm |
| UNITED CAPITAL FINANCIAL ADVISORS | JPL WEALTH MANAGEMENT, LLC | Nov 9, 2023 | Nov 27, 2023 | 18 | Firm change | RIA to new firm |
| GALLATIN RIVER CAPITAL LLC | UNITED CAPITAL FINANCIAL ADVISORS | Apr 20, 2018 | Aug 23, 2018 | 125 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134600:328474:CO:2023-11-09 | Nov 9, 2023 | Nov 27, 2023 | DENVER, CO | Firm change |