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Eric Alan Davis

Lucid Financial Planning

Nederland, CO

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Current Employers
Lucid Financial Planning

Nederland, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-23
  • CO RA
    APPROVED
    Since 2026-07-23

Branch Locations

Nederland, 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
OrganizationCityStateFromTo
Bsw Wealth Partners Boulder CO 06/2015 01/2019
Bsw Wealth Partners Boulder CO 01/2019 07/2026
Lucid Financial Planning Llc Nederland CO 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-23
  • S65 Uniform Investment Adviser Law Examination
    2015-11-23
Designations
Other Names
  • Eric Davis

View on SEC IAPD

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