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Triumph Capital Management CRD 282814
$646M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1610 Wynkoop Street, Suite 550, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-06-12 |
| CA | RA | APPROVED | 2017-06-29 |
Branch Locations
1610 Wynkoop Street, Suite 550, Denver, CO 80202 • United States
Incline Village, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campbell Financial Services Llc | Baltimore | MD | 10/2008 | 06/2017 |
| Campbell & Company Lp | Baltimore | MD | 10/2008 | 06/2017 |
| Triumph Capital Management | Denver | CO | 06/2017 | Present |
| Cetera Advisor Networks Llc | Denver | CO | 09/2019 | 02/2020 |
(1) Triumph Capital, LLC. Since 02/2020. 826 Rosewood Circle, Incline Village, NV 89451. Insurance agent. Fixed Insurance sales offered through the agency Triumph Capital, LLC. Educate and put in place insurance policies that coincide with client financial plans, goals, objectives, and insurance needs. Less than 5 hours per month spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-25 |
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