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Hayden Merrick Porter

Obermeyer Wealth Partners

Aspen, CO

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Current Employers
Obermeyer Wealth Partners

501 Rio Grande Place Suite 107, Aspen, CO 81611 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-11-20
  • CO RA
    APPROVED
    Since 2023-11-20

Branch Locations

501 Rio Grande Place Suite 107, Aspen, CO 81611 • 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
Morgan Stanley Greenwood Village CO 05/2016 07/2019
Ondeck Capital Denver CO 07/2019 07/2020
Lpl Financial Englewood CO 10/2020 04/2021
Kroll Denver CO 04/2021 12/2022
Obermeyer Wood Investment Counsel, Lllp Denver CO 12/2022 Present
  • 05/2016 → 07/2019
    Morgan Stanley
    Greenwood Village, CO
  • 07/2019 → 07/2020
    Ondeck Capital
    Denver, CO
  • 10/2020 → 04/2021
    Lpl Financial
    Englewood, CO
  • 04/2021 → 12/2022
    Kroll
    Denver, CO
  • 12/2022 → Present
    Obermeyer Wood Investment Counsel, Lllp
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-20
S66 Uniform Combined State Law Examination 2016-09-16
S63 Uniform Securities Agent State Law Examination 2014-09-09
  • S65 Uniform Investment Adviser Law Examination
    2023-11-20
  • S66 Uniform Combined State Law Examination
    2016-09-16
  • S63 Uniform Securities Agent State Law Examination
    2014-09-09
Designations
Other Names
  • Hayden M Porter
  • Hayden Merrick Porter

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STEVENSON ADVISORS, LLC
INTEGRATED BENEFITS, INCORPORATED
ASHTON THOMAS SECURITIES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC

Other Investors

Jeffrey Allan Sgroi
ADAM STEVENSON
SARAH KATHERINE STACHNIK
JODY ANN SWAPP
CHRISTOPHER RICHARDS SABELLA
Charles C. Smith
Scott ROGER Mercier
BRIAN E OVERBO

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ASPEN, CO
STEVENSON ADVISORS, LLC · ASPEN, CO
INTEGRATED BENEFITS, INCORPORATED · Aspen, CO
ASHTON THOMAS SECURITIES, LLC · Aspen, CO
J.P. MORGAN SECURITIES LLC · Aspen, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASPEN, CO
WELLS FARGO CLEARING SERVICES, LLC · ASPEN, CO
FOUNDATIONS INVESTMENT ADVISORS LLC · ASPEN, CO

More in Aspen, CO

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