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Advisor at BLACK SWIFT GROUP, LLC
BOULDER, 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 |
|---|---|---|---|---|---|---|
| BLACK SWIFT GROUP, LLC | Independent wealth | Dec 14, 2023 | n/a | yes | BOULDER, CO | Current employment |
| FORTIS ASSET MANAGEMENT | Former SEC adviser | May 15, 2015 | Jan 18, 2017 | no | DENVER, CO|Englewood, CO | Previous registration |
| DEFENSIVE PORTFOLIO MANAGEMENT | n/a | Mar 20, 2003 | Dec 31, 2004 | no | SANTA MONICA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORTIS ASSET MANAGEMENT | BLACK SWIFT GROUP, LLC | Jan 18, 2017 | Dec 14, 2023 | 2,521 | Firm change after gap | Other |
| DEFENSIVE PORTFOLIO MANAGEMENT | FORTIS ASSET MANAGEMENT | Dec 31, 2004 | May 15, 2015 | 3,787 | Firm change after gap | Other |