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Advisor at BRIGHTWARD FINANCIAL LLC
DENVER, 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 |
|---|---|---|---|---|---|---|
| BRIGHTWARD FINANCIAL LLC | State registered | Mar 27, 2026 | n/a | yes | DENVER, CO | Current employment |
| THE MILLSTONE EVANS GROUP, LLC | Independent wealth | Mar 26, 2025 | Mar 12, 2026 | no | BOULDER, CO | Previous registration |
| THE MILLSTONE EVANS GROUP, LLC | Independent wealth | Jan 4, 2021 | May 20, 2021 | no | BOULDER, CO | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Mar 17, 2020 | Jan 5, 2021 | no | BOULDER, CO | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jun 9, 2014 | Jun 13, 2018 | no | BOULDER, CO|DENVER, CO|BOULDER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE MILLSTONE EVANS GROUP, LLC | BRIGHTWARD FINANCIAL LLC | Mar 12, 2026 | Mar 27, 2026 | 15 | Firm change | RIA to state RIA |
| RAYMOND JAMES & ASSOCIATES, INC. | THE MILLSTONE EVANS GROUP, LLC | Jan 5, 2021 | Jan 4, 2021 | -1 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:311142:CO:2020-12-31 | Jan 5, 2021 | Jan 4, 2021 | BOULDER, CO | Firm change |