Best Investors Account Sign in
Inactive

Emily Jane Mears

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 2024-05-15
  • CO RA
    APPROVED
    Since 2024-05-15

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 Securities Llc Boulder CO 09/2011 03/2024
Crestone Asset Management Llc Boulder CO 09/2011 03/2024
Pathstone Boulder CO 04/2024 Present
  • 09/2011 → 03/2024
    Crestone Securities Llc
    Boulder, CO
  • 09/2011 → 03/2024
    Crestone Asset Management Llc
    Boulder, CO
  • 04/2024 → Present
    Pathstone
    Boulder, CO
Previous Registrations
  • 2017-03-09 → 2024-04-12
    Crestone Asset Management Llc
    Boulder, CO
  • 2011-12-21 → 2016-12-31
    Crestone Asset Management Llc
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-19
  • S66 Uniform Combined State Law Examination
    2011-12-19
Other Names
  • Emily J Hall

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