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Advisor at FIT WEALTH MANAGEMENT
CENTENNIAL, 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 |
|---|---|---|---|---|---|---|
| FIT WEALTH MANAGEMENT | Independent wealth | Sep 11, 2019 | n/a | yes | CENTENNIAL, CO | Current employment |
| CHERRY HILLS INVESTMENT ADVISORS, INC. | Former SEC adviser | Jan 27, 2017 | Apr 4, 2017 | no | GREENWOOD VILLAGE, CO | Previous registration |
| SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | Other adviser | Aug 10, 2015 | Oct 22, 2018 | no | COLUMBIA, SC|GREENWOOD VILLAGE, CO|Castle Pines, CO|Castle Pines, CO | Previous registration |
| COBIZ WEALTH | Former SEC adviser | Nov 24, 2011 | Aug 12, 2015 | no | DENVER, CO | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Oct 19, 2006 | Mar 3, 2010 | no | LAKEWOOD, CO|GREENWOOD VILLAGE, CO|LAKEWOOD, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | CHERRY HILLS INVESTMENT ADVISORS, INC. | Oct 22, 2018 | Jan 27, 2017 | -633 | Firm change after gap | Other |
| CHERRY HILLS INVESTMENT ADVISORS, INC. | FIT WEALTH MANAGEMENT | Apr 4, 2017 | Sep 11, 2019 | 890 | Firm change after gap | Other |
| COBIZ WEALTH | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | Aug 12, 2015 | Aug 10, 2015 | -2 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | COBIZ WEALTH | Mar 3, 2010 | Nov 24, 2011 | 631 | Firm change after gap | Other |