Daniel Evan Owens

Current Employers

Employment History

• 01/2015 → 02/2018
  Cobiz Wealth
  Denver, CO
• 06/2019 → 04/2020
  Bok Financial Private Wealth
  Denver, CO
• 11/2019 → 04/2020
  Bok Financial Securities, Inc.
  Scottsdale, AZ
• 11/2019 → 04/2020
  Bokf, Na
  Scottsdale, AZ
• 02/2018 → 03/2020
  Cobiz Wealth
  Phoenix, AZ
• 03/2020 → Present
  Elk River Wealth Management Llc
  Denver, CO
• 04/2026 → Present
  Juncture Wealth Strategies, Llc
  Scottsdale, AZ

Previous Registrations

• 2020-04-20 → 2026-05-01
  Elk River Wealth Management Llc
  Denver, CO
  Phoenix, AZ
• 2019-07-01 → 2020-04-21
  Bok Financial Private Wealth, Inc.
  Denver, CO
• 2020-03-20 → 2020-03-20
  Elk River Wealth Management Llc
  Denver, CO
  Phoenix, AZ
• 2013-10-04 → 2019-12-20
  Cobiz Wealth
  Phoenix, AZ
  Denver, CO
• 2003-08-12 → 2006-05-18
  Banc One Securities Corporation
  Scottsdale, AZ

Other Businesses

1)Name: GO REO LLC Address: family-owned property Inv rel: No Start: November 2018 Position: Minority owner Nature of OBA: Managing family farm Hrs/mo: 0 Hrs/mo trade: 0 Description of duties: Minority ownership of family farmland 2.) TEAM BRADLEY BEAR; NON-INVESTMENT RELATED; 9024 N 53RD STREET, PARADISE VALLEY, AZ 85253; CHARITABLE ORGANIZATION; BOARD MEMBER; SINCE 06/2022; APPROXIMATELY 10 HOURS PER MONTH; ADVOCATES AND PROVIDES GUIDANCE FOR THE ORGANIZATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-02
• S63 Uniform Securities Agent State Law Examination
  2009-09-14

Other Names

• Daniel E Owens