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Advisor at ASPEN CREEK WEALTH MANAGEMENT, LLC
SOUTHLAKE, TX | Colorado Springs, 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 |
|---|---|---|---|---|---|---|
| ASPEN CREEK WEALTH MANAGEMENT, LLC | State registered | Jan 2, 2019 | n/a | yes | Colorado Springs, CO|SOUTHLAKE, TX | Current employment |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Jan 19, 2018 | Jan 4, 2019 | no | Colorado Springs, CO|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORTER INVESTMENT MANAGEMENT, LLC | ASPEN CREEK WEALTH MANAGEMENT, LLC | Jan 4, 2019 | Jan 2, 2019 | -2 | Firm change | RIA to state RIA |