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Advisor at CLEAR CREEK 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 |
|---|---|---|---|---|---|---|
| CLEAR CREEK ADVISORS | Independent wealth | Oct 31, 2017 | n/a | yes | DENVER, CO | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jan 6, 2012 | Dec 21, 2016 | no | GREENWOOD VILLAGE, CO|Englewood, CO | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | Apr 6, 2009 | Jan 6, 2012 | no | CENTENNIAL, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | CLEAR CREEK ADVISORS | Dec 21, 2016 | Oct 31, 2017 | 314 | Firm change | Other |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Jan 6, 2012 | Jan 6, 2012 | 0 | Bulk transfer | Other |