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Daniel Joseph Korleski

Cobalt Private Wealth LLC

Colorado Springs, CO

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Current Employers
Cobalt Private Wealth Llc

5251 Bancroft Hts, Colorado Springs, CO 80906 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-04-08
CO RA APPROVED 2014-02-05
  • TX RA
    APPROVED_RES
    Since 2021-04-08
  • CO RA
    APPROVED
    Since 2014-02-05

Branch Locations

5251 Bancroft Hts, Colorado Springs, CO 80906 • 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
Cobalt Private Wealth, Llc Colorado Springs CO 09/2013 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-20
S66 Uniform Combined State Law Examination 2005-01-27
S63 Uniform Securities Agent State Law Examination 1990-08-22
  • S65 Uniform Investment Adviser Law Examination
    2012-02-20
  • S66 Uniform Combined State Law Examination
    2005-01-27
  • S63 Uniform Securities Agent State Law Examination
    1990-08-22
Other Names
  • Dan Korleski
  • Daniel Joseph Korleski
  • Daniel Joseph Koreleski

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

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