Best Investors Account Sign in
Inactive

Molly Jasoda Devnani

Bsw Wealth Partners

Boulder, CO

Claim This Profile
Current Employers
Bsw Wealth Partners

2300 Broadway Street, Boulder, CO 80304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-06
CO RA APPROVED 2023-06-06
  • TX RA
    APPROVED
    Since 2023-12-06
  • CO RA
    APPROVED
    Since 2023-06-06

Branch Locations

2300 Broadway Street, Boulder, CO 80304 • 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, Inc., A Public Benefit Corporation Boulder CO 06/2015 01/2018
Bsw Wealth Partners, Inc., A Public Benefit Corporation Boulder CO 01/2018 07/2019
Bsw Wealth Partners, Inc., A Public Benefit Corporation Boulder CO 07/2019 Present
  • 06/2015 → 01/2018
    Bsw Wealth Partners, Inc., A Public Benefit Corporation
    Boulder, CO
  • 01/2018 → 07/2019
    Bsw Wealth Partners, Inc., A Public Benefit Corporation
    Boulder, CO
  • 07/2019 → Present
    Bsw Wealth Partners, Inc., A Public Benefit Corporation
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-23
  • S65 Uniform Investment Adviser Law Examination
    2023-05-23

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
UBS FINANCIAL SERVICES INC.
ROBERT W. BAIRD & CO. INCORPORATED
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
ENDEAVOR PRIVATE WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

JOHN DAVID TERRION
Amy Lynn Crenshaw
SYDNEY ALEXIS CLAYTON
DIANE JANET SOUCHERAY
LYNNE M GRIMSON
Meagan E Belford
MICHAEL WAYNE NORVELL
JAMES ALMANDO SCATENA

Other Offices

RBC CAPITAL MARKETS, LLC · BOULDER, CO
UBS FINANCIAL SERVICES INC. · BOULDER, CO
UBS FINANCIAL SERVICES INC. · Boulder, CO
ROBERT W. BAIRD & CO. INCORPORATED · Boulder, CO
J.P. MORGAN SECURITIES LLC · BOULDER, CO
MORGAN STANLEY · Boulder, CO
ENDEAVOR PRIVATE WEALTH, INC. · BOULDER, CO
ENDEAVOR PRIVATE WEALTH, INC. · Boulder, CO

More in Boulder, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor