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Advisor at OBERMEYER WEALTH PARTNERS
ASPEN, 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 |
|---|---|---|---|---|---|---|
| OBERMEYER WEALTH PARTNERS | Independent wealth | Nov 20, 2023 | n/a | yes | ASPEN, CO | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 26, 2020 | May 5, 2021 | no | GREENWOOD VILLAGE, CO | Previous registration |
| MORGAN STANLEY | Wirehouse | Sep 16, 2016 | Jul 5, 2019 | no | Greenwood Village, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | OBERMEYER WEALTH PARTNERS | May 5, 2021 | Nov 20, 2023 | 929 | Firm change after gap | Ibd to RIA |
| MORGAN STANLEY | LPL FINANCIAL LLC | Jul 5, 2019 | Oct 26, 2020 | 479 | Firm change after gap | Wirehouse to ibd |