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Current Employers
Cohesion Wealth Management, Llc

380 Interlocken Crescent Suite 260, Broomfield, CO 80021 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-06-15
  • CO RA
    APPROVED
    Since 2020-06-15

Branch Locations

380 Interlocken Crescent Suite 260, Broomfield, CO 80021 • United States

360 Interlocken Blvd Suite 104, Broomfield, CO 80021 • 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
Epiqwest Investment Corp. Lafayette CO 07/2012 12/2020
American Portfolios Financial Services, Inc. Holbrook NY 05/2013 10/2018
Epiqwest Culver Wealth Advisors Llc Broomfield CO 06/2020 Present
Epiqwest Financial Corp. Broomfield CO 07/2012 12/2020
The Asset Exchange Lafayette CO 01/2016 Present
Asset Advisors Corp Lafayette CO 05/2020 Present
  • 07/2012 → 12/2020
    Epiqwest Investment Corp.
    Lafayette, CO
  • 05/2013 → 10/2018
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 06/2020 → Present
    Epiqwest Culver Wealth Advisors Llc
    Broomfield, CO
  • 07/2012 → 12/2020
    Epiqwest Financial Corp.
    Broomfield, CO
  • 01/2016 → Present
    The Asset Exchange
    Lafayette, CO
  • 05/2020 → Present
    Asset Advisors Corp
    Lafayette, CO
Previous Registrations
  • 2012-10-30 → 2020-12-14
    Epiqwest Investment Corporation
    Broomfield, CO
    Broomfield, CO
  • 2010-09-29 → 2012-07-10
    Broomfield, CO
  • 2010-05-05 → 2010-08-26
    Msi Financial Services, Inc.
    Greenwood Village, CO
Other Businesses

1.) THE ASSET EXCHANGE, 360 INTERLOCKEN BLVD, SUITE 104, BROOMFIELD, CO 80021, 33% OWNERSHIP STAKE, START DATE = 1/2016, 10HRS./MO./TRADING HRS., MARKET AND DISCUSS TRUST STRUCTURE WITH POTENTIAL CLIENTS OR REFERRAL AGENTS. 2.) ASSET ADVISORS CORP, 360 INTERLOCKEN BLVD, SUITE 104, BROOMFIELD, CO 80021, 100% OWNERSHIP STAKE, START DATE = 06/2020, 10HRS./MO./TRADING HRS., INSURANCE AGENCY FOR FIXED PRODUCTS. 3.) GEMJ Inc., Not Investment Related, 5387 E County Rd 16 Loveland, CO 80537, THC Free Hemp Farm -- Agricultural Business, Partner, Since 09.15.2019, 20 HRS./MO., 5-HRS./Mo./TRADING HRS., Funding and Business Consulting

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-22
  • S66 Uniform Combined State Law Examination
    2010-03-22

View on SEC IAPD

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