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7887 East Belleview Ave, Suite #800, Englewood, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-27 |
| CO | RA | APPROVED | 2015-05-29 |
Branch Locations
7887 East Belleview Ave, Suite #800, Englewood, CO 80111 • United States
7887 E. Belleview Ave, Suite 800, Englewood, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2015-05-29 |
Branch Locations
7887 E. Belleview Ave, Suite 800, Englewood, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wakefield Asset Management Lllp | Englewood | CO | 05/2012 | Present |
| Wakefield Wealth Management, Lllp | Englewood | CO | 01/2015 | Present |
| Wakefield Asset Management Corp | Englewood | CO | 05/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-29 |
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