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RIA / WealthAdvisorCertified Financial Planner17 years in industry

ERIC MICHAEL COURAGE

Advisor at MARGIN

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:35cedc97-e2c2-4478-c664-f5487894828c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 26, 2009 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: MARGIN
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 6, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 6, 2008
First registration: Jan 26, 2009
Dual registered: no
Other names: Eric Michael Broda|Eric Broda
IAPD individual key: 5513725

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
Margin	State registered	Feb 9, 2018	n/a	yes	DENVER, CO	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Feb 3, 2016	Jan 9, 2018	no	Westminster, CO\|BROOMFIELD, CO\|BOULDER, CO\|Westminster, CO\|Westminster, CO\|LOUISVILLE, CO\|Boulder, CO\|BOULDER, CO\|LOUISVILLE, CO\|BROOMFIELD, CO\|Arvada, CO\|ARVADA, CO\|BROOMFIELD, CO\|NORTHGLENN, CO\|Brighton, CO	Previous registration
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Jan 26, 2009	Feb 9, 2009	no	ENGLEWOOD, 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
U.S. BANCORP INVESTMENTS, INC.	Margin	Jan 9, 2018	Feb 9, 2018	31	Firm change	Other
GENEOS WEALTH MANAGEMENT, INC.	U.S. BANCORP INVESTMENTS, INC.	Feb 9, 2009	Feb 3, 2016	2,550	Firm change after gap	Other

Relationships

Registered with (3)

→ MARGINRegistered adviserregistration: current employment
Feb 9, 2018 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Feb 3, 2016 to Jan 9, 2018factForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 26, 2009 to Feb 9, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35cedc97-e2c2-4478-c664-f5487894828c
First observed: Jan 26, 2009
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ERIC MICHAEL COURAGE

Advisor at MARGIN

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:35cedc97-e2c2-4478-c664-f5487894828c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:54 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Margin

State registered

Feb 9, 2018

n/a

yes

DENVER, CO

Current employment

U.S. BANCORP INVESTMENTS, INC.

Former SEC adviser

Feb 3, 2016

Jan 9, 2018

Previous registration

GENEOS WEALTH MANAGEMENT, INC.

Bd affiliated wealth

Jan 26, 2009

Feb 9, 2009

ENGLEWOOD, CO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

U.S. BANCORP INVESTMENTS, INC.

Margin

Jan 9, 2018

Feb 9, 2018

Firm change

Other

GENEOS WEALTH MANAGEMENT, INC.

U.S. BANCORP INVESTMENTS, INC.

Feb 9, 2009

Feb 3, 2016

2,550

Firm change after gap

Other