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Shea Ahren Winkeller

Triumph Capital Management

Denver, CO

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Current Employers
Triumph Capital Management

1610 Wynkoop Street, Suite 550, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2016-02-19
  • CO RA
    APPROVED
    Since 2016-02-19

Branch Locations

1610 Wynkoop Street, Suite 550, 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
Summit Brokerage Services Inc Denver CO 08/2015 09/2019
Cetera Investment Advisers Llc Denver CO 10/2015 02/2020
Summit Financial Group Inc Denver CO 10/2015 02/2020
Triumph Capital Management Denver CO 02/2016 Present
Cetera Advisor Networks Llc Denver CO 09/2019 02/2020
  • 08/2015 → 09/2019
    Summit Brokerage Services Inc
    Denver, CO
  • 10/2015 → 02/2020
    Denver, CO
  • 10/2015 → 02/2020
    Summit Financial Group Inc
    Denver, CO
  • 02/2016 → Present
    Denver, CO
  • 09/2019 → 02/2020
    Cetera Advisor Networks Llc
    Denver, CO
Previous Registrations
  • 2015-10-13 → 2020-02-11
    Denver, CO
  • 2015-10-30 → 2020-02-11
    Summit Financial Group Inc
    Denver, CO
  • 2010-03-22 → 2015-12-23
    J P Turner & Company Capital Management, Llc
    Aurora, CO
    Denver, CO
  • 2007-05-08 → 2010-03-31
    Brighton, CO
    Greenwood Village, CO
    Brighton, CO
    Lakewood, CO
    Lakewood, CO
Other Businesses

(1) Triumph Capital, LLC. Since 02/2020. 1610 Wynkoop Street, Suite 550, Denver, CO 80202. Insurance agent. Fixed and Long Term Care Insurance sales offered through the agency Triumph Capital, LLC. Educate and put in place insurance policies that coincide with client financial plans, goals, objectives, and insurance needs. Less than 5 hours per month spent on this activity. (2) Department of Veterans Affairs. Since 03/2006. 155 Van Gordon St., Lakewood, Co 80228. No held position - VA Pension/Medical Benefits. Not investment related. 0 hours spent on this activity per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-08
  • S66 Uniform Combined State Law Examination
    2007-01-08
Other Names
  • Shea A. Winkeller

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