Best Investors Account Sign in

Bryson Blair Braden

Denver Wealth Management, Inc.

Denver, CO

CRD 5721333

Claim This Profile
Employer firm

Denver Wealth Management, Inc. CRD 284868

$530M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Denver Wealth Management, Inc.

4582 S Ulster St. Suite 1300, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-11-04
CO RA APPROVED 2016-09-23
  • TX RA
    APPROVED_RES
    Since 2016-11-04
  • CO RA
    APPROVED
    Since 2016-09-23

Branch Locations

4582 S Ulster St. Suite 1300, Denver, CO 80237 • 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
Lpl Financial Llc Greenwood Village CO 05/2012 Present
Denver Wealth Management Inc.(Providence Capital Partners, Inc.) Greenwood Village CO 08/2016 Present
  • 05/2012 → Present
    Lpl Financial Llc
    Greenwood Village, CO
  • 08/2016 → Present
    Denver Wealth Management Inc.(Providence Capital Partners, Inc.)
    Greenwood Village, CO
Previous Registrations
  • 2010-03-29 → 2012-06-13
    Waddell & Reed
    Denver, CO
Other Businesses

1) 7/11/2016: Blair's DogVacay - Investment Related - Home Based - Outside/W-2 Employment - Start 06/20/2016 - 12 Hours Per Month/0 Hours During Securities Trading - I will host dogs at my house to watch for people. 2) 5/10/2017: No Business Name - Investment Related - Location: varies - Other-Speaker/Seminar - Started 05/08/2017 - 2 Hours Per Month During Securities Trading 3) 1/19/2021 - Denver Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/15/2021 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Denver Wealth Management, Inc., an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 1/21/2021 - Denver Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/15/2021 - 160 Hours Per Month During Securities Trading 5) 1/26/2021 - Denver Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/15/2021 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Denver Wealth Management, Inc, an independent investment advisor firm. I started this business activity in 01/2021 I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 8/30/2021 - CR 35 LLC - Investment Related - Steamboat Springs, CO - Real Estate Rental - Started 1/27/2021 - 2 Hours Per Month/0 Hours During Securities Trading 7) 11/1/2021 - No Business Name - Investment Related - Centennial, CO - Real Estate Rental - Started 10/29/2021 - 2 Hours Per Month/0 Hours During Securities Trading 8) 12/12/2024 - Bulls Win, LLC - Real Estate Rental - Owner - Steamboat Springs, CO - Investment Related - Start Date 11/18/2024 - 1 hour per month/ during trading 9) 10/27/2025 - Denver Wealth Family Office LLC - Tax Prep/Accounting/CPA - Owner - Investment Related - At Reported Business Location(s) - Start Date 10/27/2025 - 5 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-27
  • S66 Uniform Combined State Law Examination
    2010-03-27
Other Names
  • Blair Braden
  • Blair Braden

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Denver, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor