DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at IMPACT CAPITAL PARTNERS LLC
GREENWOOD VILLAGE, 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 |
|---|---|---|---|---|---|---|
| IMPACT CAPITAL PARTNERS LLC | Independent wealth | May 1, 2024 | n/a | yes | GREENWOOD VILLAGE, CO | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Apr 28, 2016 | Feb 20, 2024 | no | DENVER, CO|DENVER, CO | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Nov 7, 2013 | Mar 11, 2016 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | IMPACT CAPITAL PARTNERS LLC | Feb 20, 2024 | May 1, 2024 | 71 | Firm change | Wirehouse to new firm |
| J.P. MORGAN SECURITIES LLC | UBS FINANCIAL SERVICES INC. | Mar 11, 2016 | Apr 28, 2016 | 48 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:329616:CO:2024-02-20 | Feb 20, 2024 | May 1, 2024 | DENVER, CO | Firm change |