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Advisor at LION'S EYE WEALTH LLC
MONTROSE, 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 |
|---|---|---|---|---|---|---|
| LION'S EYE WEALTH LLC | State registered | May 27, 2022 | n/a | yes | MONTROSE, CO | Current employment |
| HIGH COUNTRY CAPITAL MANAGEMENT | Former SEC adviser | Sep 13, 2021 | Apr 26, 2022 | no | Montrose, CO|MONTROSE, CO | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 30, 2018 | Mar 31, 2021 | no | San Francisco, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HIGH COUNTRY CAPITAL MANAGEMENT | LION'S EYE WEALTH LLC | Apr 26, 2022 | May 27, 2022 | 31 | Firm change | Other |
| MORGAN STANLEY | HIGH COUNTRY CAPITAL MANAGEMENT | Mar 31, 2021 | Sep 13, 2021 | 166 | Firm change | Other |