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Katherine A St Onge

Bsw Wealth Partners

Boulder, CO

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Current Employers
Bsw Wealth Partners

2300 Broadway Street, Boulder, CO 80304 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-03
TX RA APPROVED 2026-03-03
  • CO RA
    APPROVED
    Since 2026-03-03
  • TX RA
    APPROVED
    Since 2026-03-03

Branch Locations

2300 Broadway Street, Boulder, CO 80304 • 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
Bsw Wealth Partners, Inc. Boulder CO 11/2024 Present
Cambridge Associates Arlington VA 01/2019 10/2024
Calvert Impact Capital Bethesda MD 01/2014 12/2018
  • 11/2024 → Present
    Bsw Wealth Partners, Inc.
    Boulder, CO
  • 01/2019 → 10/2024
    Cambridge Associates
    Arlington, VA
  • 01/2014 → 12/2018
    Calvert Impact Capital
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
S63 Uniform Securities Agent State Law Examination 2014-05-02
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13
  • S63 Uniform Securities Agent State Law Examination
    2014-05-02

View on SEC IAPD

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