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Advisor at SILVERPEAK WEALTH ADVISORS
BOULDER, 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 |
|---|---|---|---|---|---|---|
| SILVERPEAK WEALTH ADVISORS | Independent wealth | Sep 6, 2018 | n/a | yes | BOULDER, CO | Current employment |
| COLORADO CAPITAL MANAGEMENT | Independent wealth | Oct 30, 2013 | Aug 30, 2018 | no | BOULDER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COLORADO CAPITAL MANAGEMENT | SILVERPEAK WEALTH ADVISORS | Aug 30, 2018 | Sep 6, 2018 | 7 | Firm change | RIA to RIA |