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Ashley Elaine Duffey

Concentric

Lakewood, CO

Walnut Creek, CA

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Current Employers
Concentric

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-10
  • CA RA
    APPROVED
    Since 2024-07-10

Branch Locations

Lakewood, CO • United States

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • 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
Personal Capital Advisors Corporation Denver CA 01/2018 02/2019
University Of Colorado Denver Denver CO 08/2016 07/2017
Personal Capital Advisors Corporation Denver CO 07/2019 08/2020
Personal Capital Advisors Corporation Denver CO 02/2019 07/2019
Fit Asset Management Englewood CO 05/2017 10/2017
Lab Quantitative Strategies Denver CO 03/2023 06/2024
Concentric Walnut Creek CA 06/2024 07/2025
Personal Capital Advisors Corporation Denver CO 08/2020 03/2023
Concentric Walnut Creek CA 07/2025 Present
  • 01/2018 → 02/2019
    Personal Capital Advisors Corporation
    Denver, CA
  • 08/2016 → 07/2017
    University Of Colorado Denver
    Denver, CO
  • 07/2019 → 08/2020
    Personal Capital Advisors Corporation
    Denver, CO
  • 02/2019 → 07/2019
    Personal Capital Advisors Corporation
    Denver, CO
  • 05/2017 → 10/2017
    Fit Asset Management
    Englewood, CO
  • 03/2023 → 06/2024
    Lab Quantitative Strategies
    Denver, CO
  • 06/2024 → 07/2025
    Concentric
    Walnut Creek, CA
  • 08/2020 → 03/2023
    Personal Capital Advisors Corporation
    Denver, CO
  • 07/2025 → Present
    Concentric
    Walnut Creek, CA
Previous Registrations
  • 2018-08-31 → 2023-02-27
    Personal Capital Advisors Corporation
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-31
  • S65 Uniform Investment Adviser Law Examination
    2018-08-31
Designations
Other Names
  • Ashley Mann
  • Ashley Elaine Mann

View on SEC IAPD

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