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Eliza Davison Leach

Pathstone

Boulder, CO

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-04-26
  • CO RA
    APPROVED
    Since 2024-04-26

Branch Locations

1048 Pearl St Suite 450, Boulder, CO 80302 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
Pathstone Boulder CO 04/2024 Present
Crestone Capital Boulder CO 01/2023 03/2024
Crestone Capital Boulder CO 01/2021 12/2022
Crestone Capital Boulder CO 01/2020 12/2020
Crestone Capital Boulder CO 06/2014 12/2019
  • 04/2024 → Present
    Pathstone
    Boulder, CO
  • 01/2023 → 03/2024
    Crestone Capital
    Boulder, CO
  • 01/2021 → 12/2022
    Crestone Capital
    Boulder, CO
  • 01/2020 → 12/2020
    Crestone Capital
    Boulder, CO
  • 06/2014 → 12/2019
    Crestone Capital
    Boulder, CO
Previous Registrations
  • 2020-03-05 → 2024-04-12
    Crestone Asset Management Llc
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-05
  • S66 Uniform Combined State Law Examination
    2020-03-05
Other Names
  • Eliza Davison
  • Eliza A Davison
  • Eliza Adams Davison

View on SEC IAPD

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