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Advisor at FIRST FOUNDATION ADVISORS
Denver, 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 |
|---|---|---|---|---|---|---|
| FIRST FOUNDATION ADVISORS | Independent wealth | Jul 20, 2026 | n/a | yes | Denver, CO | Current employment |
| SUNFLOWER WEALTH ADVISORS LLC | Former SEC adviser | Jun 6, 2024 | Jul 17, 2026 | no | Greenwood Village, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUNFLOWER WEALTH ADVISORS LLC | FIRST FOUNDATION ADVISORS | Jul 17, 2026 | Jul 20, 2026 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 269963:106075:CO:2026-07-17 | Jul 17, 2026 | Jul 20, 2026 | GREENWOOD VILLAGE, CO | Firm change |