Donita S Baze

Employer firm

Dcg Wealth Management CRD 310957

$5.89M regulatory AUM 12 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Dcg Wealth Management

Estes Park, CO • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-02-23
CO	RA	APPROVED	2025-02-19
TX	RA	APPROVED_RES	2023-09-06

CA RA
APPROVED

Since 2026-02-23
CO RA
APPROVED

Since 2025-02-19
TX RA
APPROVED_RES

Since 2023-09-06

Branch Locations

Estes Park, CO • 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

Organization	City	State	From	To
Cuso Financial Services	San Diego	CA	01/2015	08/2020
Elevations Credit Union	Boulder	CO	01/2015	08/2020
Dcg Advisory Llc (Formerly Alphemita Financial Services)	Estes Park	CO	08/2020	Present

01/2015 → 08/2020

Cuso Financial Services

San Diego, CA
01/2015 → 08/2020

Elevations Credit Union

Boulder, CO
08/2020 → Present

Dcg Advisory Llc (Formerly Alphemita Financial Services)

Estes Park, CO

Previous Registrations

2015-01-05 → 2020-08-31

Cuso Financial Services, L.P.

Boulder, CO

Longmont, CO
2014-02-11 → 2014-12-22

Kestra Investment Services, Llc

Stillwater, OK

Other Businesses

Donita S. Baze provides tax preparation services through DCG Tax and DeMar Consulting Group (collectively, DCG). Some clients of DCG are also clients of DCG Advisory. Ms. Baze spends approximately 10 hours per week delivering services to DeMar Consulting Group clients.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-02-10

S66 Uniform Combined State Law Examination

2014-02-10

Designations

Certified Financial Planner

Other Names

Donita Ford
Deedee Baze

View on SEC IAPD