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1610 Wynkoop Street, Suite 550, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2016-02-18 |
Branch Locations
1610 Wynkoop Street, Suite 550, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Denver | CO | 08/2015 | 09/2019 |
| Summit Financial Group Inc | Denver | CO | 10/2015 | 02/2020 |
| Triumph Capital Management | Denver | CO | 02/2016 | Present |
| Cetera Investment Advisers Llc | Denver | CO | 09/2015 | 02/2020 |
| Cetera Advisor Networks Llc | Denver | CO | 09/2019 | 02/2020 |
(1) Triumph Capital, LLC. Since 02/2020. 1610 Wynkoop Street, Suite 550, Denver, CO 80202. Insurance agent. Fixed 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, less than 5 hours per month spent on this activity during trading hours. (2) Aspirational Wealth. Since 06/2023. 1610 Wynkoop Street, Suite 550, Denver, CO 80202. Podcast host. Hosting educational podcast on general topics surrounds finance and investments. Less than 5 hours per month spent on this activity, less than 5 hours per month spent on this activity during trading hours. (3) Your Plan with Dan. Since 04/2024. 1610 Wynkoop Street, Suite 550, Denver, CO 80202. DBA used for business and marketing purposes. All advisory services offered through Triumph Capital Management. Less than 5 hours per month spent marketing this DBA, less than 5 hours per month spent on this activity during trading hours. (4) Dan Mayer, LLC. Since 02/2026. 1610 Wynkoop Street, Suite 550, Denver, CO 80202. Owner. LLC entity created for tax planning purposes. Less than 1 hour per month spent on this activity, less than 1 hour per month spent on this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-30 |
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