Best Investors Account Sign in
Inactive

Eric Michael Micheli

First Foundation Advisors

Denver, CO

Claim This Profile
Current Employers
First Foundation Advisors

18101 Von Karman Ave Suite 700, Irvine, CA 92612-1051 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-15
TX RA APPROVED 2026-07-15
  • CO RA
    APPROVED
    Since 2026-07-15
  • TX RA
    APPROVED
    Since 2026-07-15

Branch Locations

1400 16Th Street Suite 250, Denver, CO 80202 • 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
Wells Fargo Bank, Na Longmont CO 10/2014 07/2018
Wells Fargo Advisors, Llc Longmont CO 11/2015 11/2016
Wells Fargo Clearing Services, Llc Longmont CO 11/2016 07/2018
First Western Trust Denver CO 07/2018 06/2024
Logia Portfolio Management Llc Denver CO 06/2024 07/2026
First Foundation Advisors Denver CO 07/2026 Present
First Western Trust Denver CO 07/2018 05/2021
  • 10/2014 → 07/2018
    Wells Fargo Bank, Na
    Longmont, CO
  • 11/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Longmont, CO
  • 11/2016 → 07/2018
    Wells Fargo Clearing Services, Llc
    Longmont, CO
  • 07/2018 → 06/2024
    First Western Trust
    Denver, CO
  • 06/2024 → 07/2026
    Logia Portfolio Management Llc
    Denver, CO
  • 07/2026 → Present
    First Foundation Advisors
    Denver, CO
  • 07/2018 → 05/2021
    First Western Trust
    Denver , CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-22
S63 Uniform Securities Agent State Law Examination 2013-03-12
  • S65 Uniform Investment Adviser Law Examination
    2017-08-22
  • S63 Uniform Securities Agent State Law Examination
    2013-03-12
Designations

View on SEC IAPD

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor