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Advisor at KB FINANCIAL ADVISORS LLC
Denver, CO | SAN FRANCISCO, CA
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 |
|---|---|---|---|---|---|---|
| KB FINANCIAL ADVISORS LLC | Independent wealth | Jan 22, 2026 | n/a | yes | Denver, CO|SAN FRANCISCO, CA | Current employment |
| DODDS WEALTH, LLC | Independent wealth | Nov 28, 2023 | May 13, 2025 | no | GREENWOOD VILLAGE, CO|GREENWOOD VILLAGE, CO | Previous registration |
| GILL CAPITAL PARTNERS | Independent wealth | Oct 20, 2016 | Nov 9, 2023 | no | DENVER, CO|DENVER, CO | Previous registration |
| CURIAN CAPITAL, LLC | Former SEC adviser | Apr 7, 2015 | Mar 21, 2016 | no | DENVER, CO | Previous registration |
| EDWARD JONES | National bd RIA | Sep 2, 2014 | Dec 5, 2014 | no | LAKEWOOD, CO|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DODDS WEALTH, LLC | KB FINANCIAL ADVISORS LLC | May 13, 2025 | Jan 22, 2026 | 254 | Firm change | RIA to RIA |
| GILL CAPITAL PARTNERS | DODDS WEALTH, LLC | Nov 9, 2023 | Nov 28, 2023 | 19 | Firm change | RIA to RIA |
| CURIAN CAPITAL, LLC | GILL CAPITAL PARTNERS | Mar 21, 2016 | Oct 20, 2016 | 213 | Firm change | Other |
| EDWARD JONES | CURIAN CAPITAL, LLC | Dec 5, 2014 | Apr 7, 2015 | 123 | Firm change | Other |