Best Investors Account Sign in
Inactive

David Charles Vogt

Strategic Wealth Partners, LLC

Cotopaxi, CO

Claim This Profile
Current Employers
Strategic Wealth Partners, Llc

Cotopaxi, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APP_PEND_IARCE 2026-01-01
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Cotopaxi, CO • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
The Equitable Life Assurance Society Of The United States Falls Church VA 05/1998 Present
Strategic Wealth Partners Llc Cotopaxi CO 03/2011 Present
  • 05/1998 → Present
    The Equitable Life Assurance Society Of The United States
    Falls Church, VA
  • 03/2011 → Present
    Cotopaxi, CO
Previous Registrations
Other Businesses

OTHER OUTSIDE INSURANCE BROKERAGE BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-06
S63 Uniform Securities Agent State Law Examination 1998-06-03
  • S65 Uniform Investment Adviser Law Examination
    1999-01-06
  • S63 Uniform Securities Agent State Law Examination
    1998-06-03
Designations
Other Names
  • David C Vogt

View on SEC IAPD

More in Cotopaxi, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor