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Denver Pwm, LLC CRD 171139
$524M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 South Colorado Boulevard Tower One Suite 3700, Denver, CO 80222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-01-08 |
Branch Locations
2000 South Colorado Boulevard Tower One Suite 3700, Denver, CO 80222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors | Denver | CO | 02/2010 | 04/2018 |
| Lincoln Financial Distributors | Radnor | PA | 04/2018 | 07/2019 |
| Charles Schwab & Co., Inc | Lone Tree | CO | 08/2019 | 01/2023 |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 08/2019 | 01/2023 |
| Vista Private Wealth Partners, Llc | Denver | CO | 01/2023 | Present |
Rental Property - Denver house | Investment related | Denver, CO | Real Estate/Property Management | Owner | Less than 20 hours per month | All outside market hours | When we moved out of Colorado, we kept our house and rent it out.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-10 |
| S65 | Uniform Investment Adviser Law Examination | 2013-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-30 |
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