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2719 E. 3Rd Avenue, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-11 |
| CO | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Vail | CO | 06/2013 | 09/2016 |
| N/A | Schenectady | NY | 09/2016 | 06/2020 |
| Eagle Bay Family Office | New York | NY | 06/2020 | 04/2024 |
| Iwp Wealth Management Llc | Denver | CO | 06/2025 | Present |
| Private Single Family Office | Austin | TX | 04/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-20 |
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