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Danielle Elizabeth Steers Campbell

Ptma Investment Advisors

Denver, CO

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Current Employers
Ptma Investment Advisors

717 17Th Street Suite 1850, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-08-23
  • CO RA
    APPROVED
    Since 2023-08-23

Branch Locations

717 17Th Street Suite 1850, Denver, CO 80202 • 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
Public Trust Advisors, Llc Denver CO 08/2019 Present
Not Employed - Stay At Home Mother Jefferson City MO 10/2007 08/2019
  • 08/2019 → Present
    Public Trust Advisors, Llc
    Denver, CO
  • 10/2007 → 08/2019
    Not Employed - Stay At Home Mother
    Jefferson City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-23
S63 Uniform Securities Agent State Law Examination 2006-12-19
  • S65 Uniform Investment Adviser Law Examination
    2023-08-23
  • S63 Uniform Securities Agent State Law Examination
    2006-12-19
Other Names
  • Danielle Elizabeth Steers
  • Danielle Elizabeth Steers
  • Danielle Elizabeth Steers
  • Danielle Elizabeth Campbell

View on SEC IAPD

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