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Frank Fisher Mountcastle

Pathstone

Boulder, CO

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-04-18
  • CO RA
    APPROVED
    Since 2024-04-18

Branch Locations

1048 Pearl St Suite 450, Boulder, CO 80302 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
Collegiate School Richmond VA 07/2016 06/2017
Loveland Distributing Co Richmond VA 06/2017 08/2017
Clemson University Clemson SC 08/2017 05/2018
Loveland Distributing Co Richmond VA 05/2018 08/2018
Clemon University Clemson SC 08/2018 05/2020
Estes Express Lines Richmond VA 05/2020 08/2020
Clemson University Clemson SC 08/2020 05/2021
Sealed Air Corporation Charlotte NC 05/2021 08/2021
Clemson University Clemson SC 08/2021 01/2022
Crestone Asset Management, Llc Boulder CO 01/2022 03/2024
Pathstone Boulder CO 04/2024 07/2025
Pathstone Boulder CO 08/2025 Present
  • 07/2016 → 06/2017
    Collegiate School
    Richmond, VA
  • 06/2017 → 08/2017
    Loveland Distributing Co
    Richmond, VA
  • 08/2017 → 05/2018
    Clemson University
    Clemson, SC
  • 05/2018 → 08/2018
    Loveland Distributing Co
    Richmond, VA
  • 08/2018 → 05/2020
    Clemon University
    Clemson, SC
  • 05/2020 → 08/2020
    Estes Express Lines
    Richmond, VA
  • 08/2020 → 05/2021
    Clemson University
    Clemson, SC
  • 05/2021 → 08/2021
    Sealed Air Corporation
    Charlotte, NC
  • 08/2021 → 01/2022
    Clemson University
    Clemson, SC
  • 01/2022 → 03/2024
    Crestone Asset Management, Llc
    Boulder, CO
  • 04/2024 → 07/2025
    Pathstone
    Boulder, CO
  • 08/2025 → Present
    Pathstone
    Boulder, CO
Previous Registrations
  • 2022-12-22 → 2024-04-15
    Crestone Asset Management Llc
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-22
  • S65 Uniform Investment Adviser Law Examination
    2022-12-22

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC · BOULDER, CO
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