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Parker, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-11 |
| CO | RA | APPROVED | 2020-03-05 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avant-Garde Advisors Llc | Centennial | CO | 08/2010 | 12/2016 |
| Wealthsource Partners, Llc | Centennial | CO | 01/2016 | Present |
| Elite Wealth Management | Centennial | CO | 02/2020 | Present |
ELITE WEALTH MANAGEMENT, LLC; INVESTMENT-RELATED; PRIVATE RESIDENCE, PARKER, COLORADO; INVESTMENT ADVISER; OWNER; JANUARY 21, 2020 START DATE; 10 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; ALL DUTIES TO OPERATE THE ENTITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-14 |
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