David Otto Wolf

Current Employers

Employment History

• 06/1992 → Present
  Wolf Asset Mgmt Corpcorp.
  Avon, CO
• 10/2013 → 03/2017
  Synergy Wealth Advisors
  Castle Rock, CO
• 03/2017 → Present
  Gill Capital Partners, Llc
  Denver, CO

Previous Registrations

• 2013-10-08 → 2017-03-17
  Synergy Wealth Advisors
  Tampa, FL

Other Businesses

1. WOLF ASSET MANAGEMENT CORP. P.O. Box 9369 Avon, CO 81620 NATURE: FAMILY OFFICE AND CONSULTING SERVICES POSITION: PRESIDENT START: 4/1992 - PRESENT HRS PER MONTH: 120 HRS DURING TRADING: 120 2. WOLF CAPITAL PARTNERS, LLP, P.O. Box 9369 Avon, CO 81620 NATURE: FAMILY L.P. MAKING REAL ESTATE & VENTURE CAPITAL INVESTMENTS. POSITION: GENERAL PARTNER START: 06/1995 TO PRESENT HRS PER MO: 10 HRS PER MO TRADING: 2 3. GOLDEN EAGLE PROPERTY 1600 W, LLC,P.O. Box 9369 Avon, CO 81620 NATURE: FAMILY LP OWNS & MANGE A WAREHOUSE IN DENVER START: 12/2007 TO PRESENT HRS PER MONTH: 5 HRS TRADING: 1 5. DOVE TREE MORGAN WOLF MGMT CORP, P.O. Box 9369 Avon, CO 81620 NATURE: S CORP OWNS & MANAGES WAREHOUSE BLG IN FL POSITION: TREASURER START: 09/1995 TO PRESENT HRS PER MO: 1 HRS TRADE: 0 6. JAMES M. WOLF MARITAL TRUST, P.O. Box 9369 Avon, CO 81620 NATURE: ESTATE FUNDED TRUST POSITION: TRUSTEE START: 9/2002 TO PRESENT HRS PER MO: 10 HRS TRADE: 5 PARLIAMENT FUND Investment Related Address: 4852 S Ulster Street # 1400, Denver, CO 80237 Alternative Private Investment Company Position: Investment Committee member Start Date: 1/22/2024 Hours per month spent during business hours(1-5) Hours per month spent outside business hours (1-5) Duties: Review fund asset deployment, manager review, due diligence and assist in fund raising

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-07