Josh David Lozow

1600 Broadway 4Th Floor, Denver, CO 80202 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-04-03
OK	RA	APPROVED	2024-04-03
TX	RA	APPROVED	2024-04-03

Branch Locations

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

Organization	City	State	From	To
Transitions Wealth Management/Ws Investment Advisors, Llc	Greenwood Village	CO	08/2002	09/2016
Ghp Investment Advisors	Denver	CO	09/2016	03/2017
M&A Consulting, Llc	Denver	CO	06/2017	06/2019
Job Search	Denver	CO	03/2017	05/2017
Buckingham Asset Management, Llc	Denver	CO	06/2019	07/2022
Mercer Global Advisors Inc.	Denver	CO	08/2022	06/2023
Bok Financial Private Wealth, Inc.	Denver	CO	04/2024	Present
Job Search	Denver	CO	06/2023	04/2024

08/2002 → 09/2016

Transitions Wealth Management/Ws Investment Advisors, Llc

Greenwood Village, CO
09/2016 → 03/2017

Ghp Investment Advisors

Denver, CO
06/2017 → 06/2019

M&A Consulting, Llc

Denver, CO
03/2017 → 05/2017

Job Search

Denver, CO
06/2019 → 07/2022

Buckingham Asset Management, Llc

Denver, CO
08/2022 → 06/2023

Mercer Global Advisors Inc.

Denver, CO
04/2024 → Present

Bok Financial Private Wealth, Inc.

Denver, CO
06/2023 → 04/2024

Job Search

Denver, CO

2023-03-14 → 2023-06-30

Mercer Global Advisors Inc.

Denver, CO

Denver, CO
2019-07-19 → 2022-08-08

Buckingham Strategic Wealth, Llc

Denver, CO

St Louis, MO
2002-09-11 → 2020-02-25

Transitions Wealth Management, Llc

Greenwood Village, CO
2017-08-23 → 2019-06-04

Cam Investor Solutions

Denver, CO
2016-10-07 → 2016-12-13

Ghp Investment Advisors Inc

Denver, CO

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-09-05
S63	Uniform Securities Agent State Law Examination	1998-10-02

Other Firms