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David Gregg Mcmillan

Caledonia Wealth Management, Ltd.

Boulder, CO

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Current Employers
Caledonia Wealth Management, Ltd.

1260 Yellow Pine Avenue, Boulder, CO 80304 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2009-03-20
  • CO RA
    APPROVED
    Since 2009-03-20

Branch Locations

1260 Yellow Pine Avenue, Boulder, CO 80304 • 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
Caledonia Wealth Management, Ltd. Boulder CO 02/2009 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-05
  • S66 Uniform Combined State Law Examination
    2005-08-05
Designations

View on SEC IAPD

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