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7676 Forsyth Blvd. Suite 2100, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-05-16 |
Branch Locations
7676 Forsyth Blvd. Suite 2100, St. Louis, MO 63105 • United States
1900 16Th Street Suite 1700, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roka Capital Advisors | Scottsdale | AZ | 07/2015 | 04/2017 |
| Advisors Asset Management, Inc | Monument | CO | 07/2017 | 04/2019 |
| Crestmoor Partners, Llc | Denver | CO | 06/2019 | Present |
| Block Advisors | Denver | CO | 11/2020 | 03/2022 |
| Blend Financial, Inc. Dba Origin Financial | Denver | CO | 09/2021 | 03/2022 |
Crestmoor Partners LLC is a single member limited liability company that was the dba for Basis Financial Planning; Investment-Related; Denver, CO. The RIA has been withdrawn, and Crestmoor is no longer investment-related. Daniel is keeping Crestmoor Partners LLC open for a short time to close out the business. Daniel spends none of his time with this business and will be closing the LLC later in 2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-12 |
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