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Advisor at SEVEN MILE ADVISORY LLC
DENVER, CO | TALLAHASSEE, FL
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 |
|---|---|---|---|---|---|---|
| SEVEN MILE ADVISORY LLC | Independent wealth | Apr 13, 2023 | n/a | yes | TALLAHASSEE, FL|DENVER, CO | Current employment |
| CRESTONE ASSET MANAGEMENT LLC | Former SEC adviser | Sep 16, 2022 | Apr 6, 2023 | no | BOULDER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CRESTONE ASSET MANAGEMENT LLC | SEVEN MILE ADVISORY LLC | Apr 6, 2023 | Apr 13, 2023 | 7 | Firm change | RIA to new firm |