David Curran Wolf

Current Employers

Employment History

• 01/2010 → Present
  Bsw Wealth Partners
  Boulder, CO
• 01/2012 → 03/2023
  R3 Returns, Llc
  Boulder, CO
• 07/2026 → Present
  Sequoia Financial Group
  Akron , OH

Other Businesses

Beginning in 2019, Mr. Wolf serves on the Advisory Board of Boulder Ventures and on the limited partners advisory committee of Boulder Ventures VII, Boulder Ventures VIII, and Boulder Ventures IX located at 1941 Pearl Street, #300, Boulder, CO 80302. Boulder Ventures is an investment-related business considered to be a venture capital firm. Mr. Wolf dedicates approximately 3 hours per month to the Advisory Board and limited partners advisory committees (0 hours during trading securities trading hours). Mr. Wolf advises the general partner regarding potential conflicts of interest and advocates for the best interest of the limited partners. Beginning in 2019, Mr. Wolf serves on the Advisory Board of Renewal Funds located at 560-163 West Hastings Street, Vancouver, BC V6B 1H5. Renewal Funds is an investment-related business focused on venture capital. Mr. Wolf dedicates approximately 1 hour per month to the Advisory Board (0 hours during trading securities trading hours). Mr. Wolf advises the general partner regarding potential conflicts of interest and advocates for the best interest of the limited partners. Beginning in 2021, Mr. Wolf serves on the Advisory Council of Ethic located at 250 West Broadway, 5th Floor, New York, NY 10013. Ethic is an investment adviser and separate account manager specializing in personalized ESG solutions to help investors transition money toward companies that treat people and the planet with respect. Mr. Wolf dedicates approximately 1 hour per month to the Advisory Council (0 hours during trading securities trading hours). From 2024 to early 2026, Mr. Wolf served on the Schwab Advisor Services Advisory Board (the "Advisory Board"). BSW may recommend that clients establish brokerage accounts with Charles Schwab & Co., Inc. ("Schwab") and/or its affiliates to maintain custody of the clients' assets and effect trades for their accounts. The Advisory Board consists of representatives of independent investment advisory firms who have been invited by Schwab management to participate in meetings and discussions of Schwab Advisor Services' services for independent investment advisory firms and their clients. Generally, Board members serve for two-year terms. Mr. Wolf's term ended in 2026. Advisory Board members enter into a nondisclosure agreement with Schwab under which they agree not to disclose confidential information shared with them. This information generally does not include material nonpublic information about the Charles Schwab Corporation, whose common stock is listed for trading on the New York Stock Exchange (symbol: SCHW). The Advisory Board meets in person or virtually approximately twice per year and has periodic conference calls scheduled as needed. Advisory Board members are not compensated by Schwab for their service, but Schwab does pay for or reimburse Advisory Board members' travel, lodging, meals, and other incidental expenses incurred in attending Advisory Board meetings. Schwab may also provide members of the Advisory Board a fee waiver for attendance at Schwab conferences such as IMPACT. Mr. Wolf dedicated approximately 1 hour per month to the Advisory Board (0 hours during trading securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-13