DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FIRST FOUNDATION ADVISORS
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 |
|---|---|---|---|---|---|---|
| FIRST FOUNDATION ADVISORS | Independent wealth | Jul 15, 2026 | n/a | yes | Denver, CO | Current employment |
| SUNFLOWER WEALTH ADVISORS LLC | Former SEC adviser | Jul 8, 2024 | Jul 17, 2026 | no | Greenwood Village, CO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 22, 2017 | Jul 10, 2018 | no | LONGMONT, CO|DENVER, CO|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUNFLOWER WEALTH ADVISORS LLC | FIRST FOUNDATION ADVISORS | Jul 17, 2026 | Jul 15, 2026 | -2 | Firm change | Other |
| WELLS FARGO ADVISORS | SUNFLOWER WEALTH ADVISORS LLC | Jul 10, 2018 | Jul 8, 2024 | 2,190 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 269963:106075:CO:2026-07-17 | Jul 17, 2026 | Jul 15, 2026 | GREENWOOD VILLAGE, CO | Firm change |