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Inactive

Cynthia Diane Alvarez

Savvy

Evergreen, CO

New York, NY

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-15
TX RA APPROVED_RES 2024-12-12
  • CO RA
    APPROVED
    Since 2025-01-15
  • TX RA
    APPROVED_RES
    Since 2024-12-12

Branch Locations

31207 Keats Way Suite 205, Evergreen, CO 80439 • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • 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
Wambolt & Associates Llc Littleton CO 10/2012 11/2024
Centric Investment Group Inc Littleton CO 06/2016 12/2019
Metis Wealth Management, Llc Littleton CO 01/2015 12/2016
Savvy Evergreen CO 11/2024 Present
  • 10/2012 → 11/2024
    Wambolt & Associates Llc
    Littleton, CO
  • 06/2016 → 12/2019
    Centric Investment Group Inc
    Littleton, CO
  • 01/2015 → 12/2016
    Metis Wealth Management, Llc
    Littleton, CO
  • 11/2024 → Present
    Savvy
    Evergreen, CO
Previous Registrations
  • 2013-04-23 → 2024-11-20
    Wambolt & Associates, Llc
    Littleton, CO
  • 2016-06-21 → 2019-12-18
    Centric Investment Group Inc
    Littleton, CO
  • 2016-08-26 → 2016-12-14
    Metis Wealth Management, Llc
    Littleton, CO
  • 2014-06-04 → 2015-04-02
    Metis, L.L.C.
    Littleton, CO
Other Businesses

Board Member of the Evergreen Area Chamber of Commerce. Non-investment related. 12 hours per month. Start date January 1, 2024.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-17
  • S66 Uniform Combined State Law Examination
    2012-08-17
Other Names
  • Cynthia Diane Daniels
  • Cynthia Diane Sanders

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BESPOKE ADVISORY
EDWARD JONES
FORTIS CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
GORHAM WEALTH MANAGEMENT, LLC

Other Investors

JAMES ALAN EMANUEL
Jay Maldonado
Jadan Orgeron
Randolph Allan Huiting
GWENDOLYN K YANISH
Colleen Thompson
BRYCE CARROLL JOHNSON
KENTON HILLARD HUFF

Other Offices

J.P. MORGAN SECURITIES LLC · EVERGREEN, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Evergreen, CO
BESPOKE ADVISORY · EVERGREEN, CO
EDWARD JONES · EVERGREEN, CO
FORTIS CAPITAL ADVISORS, LLC · Evergreen, CO
LPL FINANCIAL LLC · EVERGREEN, CO
EDWARD JONES · EVERGREEN, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Evergreen, CO

More in Evergreen, CO

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