Best Investors Account Sign in
Inactive

Bliss Margaret Bernal

Pathstone

Boulder, CO

Englewood, NJ

Claim This Profile
Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-05-17
  • CO RA
    APPROVED
    Since 2024-05-17

Branch Locations

1048 Pearl St Suite 450, Boulder, CO 80302 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
Crestone Asset Management Llc Boulder CO 03/2020 03/2024
Pine Advisor Solutions Denver CO 08/2019 03/2020
Manchester Capital Management, Llc Manchester VT 01/2013 01/2019
Eco Is Sexy, Llc Boulder CO 09/2018 11/2020
Pathstone Boulder CO 04/2024 Present
  • 03/2020 → 03/2024
    Crestone Asset Management Llc
    Boulder, CO
  • 08/2019 → 03/2020
    Pine Advisor Solutions
    Denver, CO
  • 01/2013 → 01/2019
    Manchester Capital Management, Llc
    Manchester, VT
  • 09/2018 → 11/2020
    Eco Is Sexy, Llc
    Boulder, CO
  • 04/2024 → Present
    Pathstone
    Boulder, CO
Previous Registrations
  • 2020-08-31 → 2024-05-14
    Crestone Asset Management Llc
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-31
  • S65 Uniform Investment Adviser Law Examination
    2020-08-31
Other Names
  • Bliss Margaret Woolmington
  • Bliss Margaret Bernal
  • Bliss Bernal

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
UBS FINANCIAL SERVICES INC.
ROBERT W. BAIRD & CO. INCORPORATED
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
ENDEAVOR PRIVATE WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

JOHN DAVID TERRION
Amy Lynn Crenshaw
SYDNEY ALEXIS CLAYTON
DIANE JANET SOUCHERAY
LYNNE M GRIMSON
Meagan E Belford
MICHAEL WAYNE NORVELL
JAMES ALMANDO SCATENA

Other Offices

RBC CAPITAL MARKETS, LLC · BOULDER, CO
UBS FINANCIAL SERVICES INC. · BOULDER, CO
UBS FINANCIAL SERVICES INC. · Boulder, CO
ROBERT W. BAIRD & CO. INCORPORATED · Boulder, CO
J.P. MORGAN SECURITIES LLC · BOULDER, CO
MORGAN STANLEY · Boulder, CO
ENDEAVOR PRIVATE WEALTH, INC. · BOULDER, CO
ENDEAVOR PRIVATE WEALTH, INC. · Boulder, CO

More in Boulder, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor