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Ridgway, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-31 |
| CO | RA | APPROVED | 2026-01-13 |
| CA | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED | 2020-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adventure Wealth Advisors Llc | Ridgway | CO | 11/2019 | Present |
| Recapture Lodge | Bluff | UT | 03/2019 | 07/2021 |
| N/A | Bluff | UT | 07/2016 | 02/2019 |
Daniel Meyers serves as an uncompensated board member of the Board of Directors for Bluff Community Foundation, a local non-profit charitable organization. This role involves approximately two hours per month which occur during regular trading hours. This activity is uncompensated and presents no material conflict of interest with advisory clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-04 |
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