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.

Current firm

BRANZAN INVESTMENT ADVISORS, INC.

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 24, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63|S65

First exam

Jan 24, 1995

First registration

Jan 1, 1999

Dual registered

no

IAPD individual key

2583732

• Occurred

  Dec 26, 2023
  Advisor changed firm

  Matthew D Dupree left Hilltop Investment Advisors, Inc. for Denver Pwm, Llc (registered 2023-12-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3ce58b15-06ba-882f-2e24-8450f33d0c0a

First observed

Jan 1, 1999

Last observed

Sep 15, 2026 4 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.