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Daniel Thomas Mccaslin

Evolution Vision Wealth Management

Glenwood Springs, CO

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Current Employers
Evolution Vision Wealth Management

Glenwood Springs, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-26
AZ RA APPROVED 2026-04-02
CO RA APPROVED 2026-03-27
TX RA APPROVED 2026-03-27
  • CA RA
    APPROVED
    Since 2026-06-26
  • AZ RA
    APPROVED
    Since 2026-04-02
  • CO RA
    APPROVED
    Since 2026-03-27
  • TX RA
    APPROVED
    Since 2026-03-27

Branch Locations

Glenwood Springs, CO • 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
Alpine Bank Glenwood Springs CO 06/2007 04/2021
Tnl Asset Management Dba Snowball Wealth Management Boulder CO 05/2021 03/2026
Sb Investment Partners,Llc Dbaevolution Vision Wealth Management Glenwood Springs CO 03/2026 Present
  • 06/2007 → 04/2021
    Alpine Bank
    Glenwood Springs, CO
  • 05/2021 → 03/2026
    Tnl Asset Management Dba Snowball Wealth Management
    Boulder, CO
  • 03/2026 → Present
    Sb Investment Partners,Llc Dbaevolution Vision Wealth Management
    Glenwood Springs, CO
Previous Registrations
Designations

View on SEC IAPD

More in Glenwood Springs, CO

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