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Advisor at ONE ADVISORY PARTNERS, LLC
OVERLAND PARK, KS | HIGHLANDS RANCH, 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 |
|---|---|---|---|---|---|---|
| ONE ADVISORY PARTNERS, LLC | Independent wealth | Apr 22, 2025 | n/a | yes | HIGHLANDS RANCH, CO|OVERLAND PARK, KS | Current employment |
| Lido | Independent wealth | Apr 12, 2023 | Jul 10, 2024 | no | BOULDER, CO|LOS ANGELES, CA | Previous registration |
| COLORADO FINANCIAL MANAGEMENT LLC | Former SEC adviser | Oct 1, 2019 | Apr 18, 2023 | no | BOULDER, CO|Denver, CO | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Apr 14, 2014 | Sep 11, 2019 | no | DENVER, CO | Previous registration |
| CETERA INVESTMENT SERVICES LLC | Former SEC adviser | Jan 17, 2012 | Sep 4, 2013 | no | TOPEKA, KS|DENVER, CO|ENGLEWOOD, CO | Previous registration |
| DENVER MONEY MANAGER, LLC | Former SEC adviser | Apr 27, 2010 | Jan 7, 2011 | no | DENVER, CO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Mar 26, 2003 | Apr 27, 2007 | no | DENVER, CO|Denver, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Lido | ONE ADVISORY PARTNERS, LLC | Jul 10, 2024 | Apr 22, 2025 | 286 | Firm change | RIA to RIA |
| COLORADO FINANCIAL MANAGEMENT LLC | Lido | Apr 18, 2023 | Apr 12, 2023 | -6 | Firm change | RIA to RIA |
| CETERA INVESTMENT ADVISERS LLC | COLORADO FINANCIAL MANAGEMENT LLC | Sep 11, 2019 | Oct 1, 2019 | 20 | Firm change | Ibd to RIA |
| CETERA INVESTMENT SERVICES LLC | CETERA INVESTMENT ADVISERS LLC | Sep 4, 2013 | Apr 14, 2014 | 222 | Firm change | Other |
| DENVER MONEY MANAGER, LLC | CETERA INVESTMENT SERVICES LLC | Jan 7, 2011 | Jan 17, 2012 | 375 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | DENVER MONEY MANAGER, LLC | Apr 27, 2007 | Apr 27, 2010 | 1,096 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 113216:269866:CO:2023-04-18 | Apr 18, 2023 | Apr 12, 2023 | DENVER, CO | Firm change |