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2300 Broadway Street, Boulder, CO 80304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-13 |
| CO | RA | APPROVED | 2018-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rmb Capital Management | Chicago | IL | 01/2015 | 02/2017 |
| Sonotize | Denver | CO | 06/2017 | 11/2017 |
| Focused Energy | Denver | CO | 11/2017 | 03/2018 |
| Bsw Wealth Partners, Inc., A Public Benefit Corporation | Denver | CO | 04/2018 | Present |
| Unemployed | Burr Ridge | IL | 02/2017 | 06/2017 |
Mr. Deitz serves on the limited partners advisory committee for New Summit Impact Fund III ("NSIF III") and on the investment advisory committees for NSIF III, New Summit Impact Fund II ("NSIF II"), and Private Market Impact Fund I ("PMIF I"). These funds are a joint venture by two registered investment advisers to provide broad investor access to a diversified, multi-manager portfolio of private funds with environmental and social impact. Mr. Deitz is not compensated for his service on the advisory committees. There is no affiliation between BSW Wealth Partners and NSIF II, NSIF III or PMIF I. Certain of BSW Wealth Partners' clients are invested in one or more of these funds. Mr. Dietze dedicates approximately one hour per month (0 during trading hours). Mr. Deitz serves on the limited partnership advisory committee for Renewal Funds which invests in early growth stage companies in Canada and the United States. Mr. Deitz is not compensated for his service on the advisory board. There is no affiliation between BSW Wealth Partners and Renewal Funds. Certain of BSW Wealth Partners' clients are invested in one or more Renewal Funds. Mr. Dietze dedicates approximately one hour per month (0 during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-27 |
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