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Advisor at BOULDER CANYON FINANCIAL
Lafayette, 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 |
|---|---|---|---|---|---|---|
| BOULDER CANYON FINANCIAL | State registered | Dec 22, 2025 | n/a | yes | Lafayette, CO | Current employment |
| BSW WEALTH PARTNERS | Independent wealth | Mar 7, 2018 | Jun 15, 2020 | no | BOULDER, CO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Aug 12, 2005 | Mar 20, 2017 | no | BOULDER, CO|Boulder, CO | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | Feb 27, 2001 | May 10, 2004 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BSW WEALTH PARTNERS | BOULDER CANYON FINANCIAL | Jun 15, 2020 | Dec 22, 2025 | 2,016 | Firm change after gap | RIA to state RIA |
| CHARLES SCHWAB & CO., INC. | BSW WEALTH PARTNERS | Mar 20, 2017 | Mar 7, 2018 | 352 | Firm change | Other |
| NEW ENGLAND SECURITIES CORPORATION | CHARLES SCHWAB & CO., INC. | May 10, 2004 | Aug 12, 2005 | 459 | Firm change after gap | Other |