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Geoffrey Todd Gervasini

Wakefield Wealth Management, Lllp

Englewood, CO

Wakefield Asset Management, Lllp

Englewood, CO

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Current Employers
Wakefield Wealth Management, Lllp

7887 E. Belleview Ave, Suite 800, Englewood, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2015-01-09
TX RA APPROVED_RES 2015-01-09
  • CO RA
    APPROVED
    Since 2015-01-09
  • TX RA
    APPROVED_RES
    Since 2015-01-09

Branch Locations

7887 E. Belleview Ave, Suite 800, Englewood, CO 80111 • United States

Wakefield Asset Management, Lllp

7887 East Belleview Ave, Suite #800, Englewood, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2010-07-27
CO RA APPROVED 2007-10-31
TX RA APPROVED 2007-10-31
  • IL RA
    APPROVED
    Since 2010-07-27
  • CO RA
    APPROVED
    Since 2007-10-31
  • TX RA
    APPROVED
    Since 2007-10-31

Branch Locations

7887 East Belleview Ave, Suite #800, Englewood, CO 80111 • 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
Wakefield Asset Management, Inc. Denver CO 07/2003 Present
Wakefield Asset Management, Lllp Denver CO 12/2006 Present
Wakefield Wealth Management, Lllp Denver CO 01/2015 Present
Previous Registrations
  • 2004-01-20 → 2007-12-20
    Wakefield Asset Management, Inc.
    Denver, CO
  • 2000-01-04 → 2003-11-20
    Capital West Asset Management Llc
    Greenwood Village, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-06
S63 Uniform Securities Agent State Law Examination 1994-02-01
  • S65 Uniform Investment Adviser Law Examination
    1996-05-06
  • S63 Uniform Securities Agent State Law Examination
    1994-02-01
Other Names
  • Todd Gervasini

View on SEC IAPD

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