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Roberto Nmn Dechellis

Bonsai Advisors LLC

Boulder, CO

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Current Employers
Bonsai Advisors Llc

1406 Pearl Street, Boulder, CO 80302 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-02
  • CO RA
    APPROVED
    Since 2026-01-02

Branch Locations

1406 Pearl Street, Boulder, CO 80302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allianz Life Insurance Company Of North America Minneapolis MN 07/2006 12/2018
Allianz Life Financial Services, Llc Minneapolis MN 07/2006 12/2018
Bonsai, Llc Boulder CO 01/2019 Present
Bonsai Advisors Llc Boulder CO 12/2021 Present
  • 07/2006 → 12/2018
    Allianz Life Insurance Company Of North America
    Minneapolis, MN
  • 07/2006 → 12/2018
    Allianz Life Financial Services, Llc
    Minneapolis, MN
  • 01/2019 → Present
    Bonsai, Llc
    Boulder, CO
  • 12/2021 → Present
    Bonsai Advisors Llc
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-01
S63 Uniform Securities Agent State Law Examination 1991-03-22
  • S65 Uniform Investment Adviser Law Examination
    2023-05-01
  • S63 Uniform Securities Agent State Law Examination
    1991-03-22
Other Names
  • Robert Dechellis
  • Roberto Dechellis

View on SEC IAPD

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