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Reading the graph
Advisor at FORWARD WEALTH
LONE TREE, 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 |
|---|---|---|---|---|---|---|
| Aqi | Asset manager | Jul 9, 2026 | n/a | yes | LONE TREE, CO | Current employment |
| FORWARD WEALTH | Independent wealth | Jul 8, 2026 | n/a | yes | LONE TREE, CO | Current employment |
| GALLACHER CAPITAL MANAGEMENT, LLC | Independent wealth | Feb 15, 2024 | Jul 2, 2026 | no | LONE TREE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GALLACHER CAPITAL MANAGEMENT, LLC | FORWARD WEALTH | Jul 2, 2026 | Jul 8, 2026 | 6 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 113189:339154:CO:2026-07-02 | Jul 2, 2026 | Jul 8, 2026 | LONE TREE, CO | Firm change |