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Advisor at COLORADO DIVERSIFIED FINANCIAL
LONGMONT, 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 |
|---|---|---|---|---|---|---|
| COLORADO DIVERSIFIED FINANCIAL | State registered | Nov 3, 2025 | n/a | yes | LONGMONT, CO | Current employment |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Nov 21, 2007 | Oct 16, 2008 | no | LONGMONT, CO|GREENWOOD VILLAGE, CO | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Apr 29, 1999 | Dec 20, 2006 | no | LONGMONT, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MSI FINANCIAL SERVICES, INC. | COLORADO DIVERSIFIED FINANCIAL | Oct 16, 2008 | Nov 3, 2025 | 6,227 | Firm change after gap | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | MSI FINANCIAL SERVICES, INC. | Dec 20, 2006 | Nov 21, 2007 | 336 | Firm change | Other |