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Dmitry Popov

Bsw Wealth Partners

Boulder, CO

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Current Employers
Bsw Wealth Partners

2300 Broadway Street, Boulder, CO 80304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-06
CO RA APPROVED 2022-10-27
  • TX RA
    APPROVED
    Since 2023-12-06
  • CO RA
    APPROVED
    Since 2022-10-27

Branch Locations

2300 Broadway Street, Boulder, CO 80304 • 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
Bsw Wealth Partners, Inc., A Public Benefit Corporation Boulder CO 10/2021 Present
Summit Portfolio Management Las Vegas NV 11/2014 08/2021
  • 10/2021 → Present
    Bsw Wealth Partners, Inc., A Public Benefit Corporation
    Boulder, CO
  • 11/2014 → 08/2021
    Summit Portfolio Management
    Las Vegas, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-30
  • S65 Uniform Investment Adviser Law Examination
    2022-09-30

View on SEC IAPD

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