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Reading the graph
Advisor at TRIUMPH CAPITAL MANAGEMENT
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 |
|---|---|---|---|---|---|---|
| TRIUMPH CAPITAL MANAGEMENT | Independent wealth | Sep 16, 2021 | n/a | yes | DENVER, CO | Current employment |
| Namcoa | Mixed wealth | Jun 10, 2016 | Sep 14, 2021 | no | Greenwood Village, CO|MOORESVILLE, NC | Previous registration |
| WEALTHSOURCE? | Former SEC adviser | Mar 15, 2016 | Jul 15, 2016 | no | GREENWOOD VILLAGE, CO | Previous registration |
| MCGIBBON ASSET MANAGEMENT | n/a | Feb 26, 1999 | Dec 6, 2017 | no | n/a | Previous registration |
| MCGIBBON ASSET MANAGEMENT | n/a | Feb 26, 1999 | Dec 31, 2003 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Namcoa | TRIUMPH CAPITAL MANAGEMENT | Sep 14, 2021 | Sep 16, 2021 | 2 | Firm change | RIA to RIA |
| MCGIBBON ASSET MANAGEMENT | WEALTHSOURCE? | Dec 6, 2017 | Mar 15, 2016 | -631 | Firm change after gap | Other |
| WEALTHSOURCE? | Namcoa | Jul 15, 2016 | Jun 10, 2016 | -35 | Firm change after gap | Other |