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Joaquin Alexander Cuevas

Plante Moran Financial Advisors

Denver, CO

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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-12-16
  • CO RA
    APPROVED
    Since 2024-12-16

Branch Locations

8181 East Tufts Ave. Suite 600, Denver, CO 80237 • 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
Plante Moran Financial Advisors Denver CO 08/2024 Present
Plante Moran Financial Advisors Denver CO 06/2023 08/2023
Blackberry Farm Aurora IL 05/2022 08/2022
Blackberry Farm Aurora IL 05/2021 08/2021
Blackberry Farm Aurora IL 05/2019 08/2019
Blackberry Farm Aurora IL 05/2018 08/2018
University Of Colorado - Boulder Boulder CO 08/2020 05/2024
West Aurora High School Aurora IL 08/2016 05/2020
  • 08/2024 → Present
    Plante Moran Financial Advisors
    Denver, CO
  • 06/2023 → 08/2023
    Plante Moran Financial Advisors
    Denver, CO
  • 05/2022 → 08/2022
    Blackberry Farm
    Aurora, IL
  • 05/2021 → 08/2021
    Blackberry Farm
    Aurora, IL
  • 05/2019 → 08/2019
    Blackberry Farm
    Aurora, IL
  • 05/2018 → 08/2018
    Blackberry Farm
    Aurora, IL
  • 08/2020 → 05/2024
    University Of Colorado - Boulder
    Boulder, CO
  • 08/2016 → 05/2020
    West Aurora High School
    Aurora, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-14
  • S65 Uniform Investment Adviser Law Examination
    2024-12-14

View on SEC IAPD

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DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

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