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Eric Lyle Chapman

Cm20 Wealth Management

Denver, CO

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Current Employers
Cm20 Wealth Management

Denver, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-05-14
  • CO RA
    APPROVED
    Since 2021-05-14

Branch Locations

Denver, CO • 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
Cobiz Wealth Denver CO 08/2016 Present
The Milestone Group, Inc Denver CO 06/2019 Present
The Corundum Group Denver CO 04/2020 02/2021
Cm20 Wealth Management Denver CO 03/2021 Present
  • 08/2016 → Present
    Cobiz Wealth
    Denver, CO
  • 06/2019 → Present
    The Milestone Group, Inc
    Denver, CO
  • 04/2020 → 02/2021
    The Corundum Group
    Denver, CO
  • 03/2021 → Present
    Denver, CO
Previous Registrations
Other Businesses

MDF Holdings, LLC, 24 Brookside Dr, Greenwood Village, CO 80121 MDF Commercial, LLC, 24 Brookside Dr, Greenwood Village, CO 80121 MDF Residential, LLC, 24 Brookside Dr, Greenwood Village, CO 80121 These are investment-related businesses involved in residential and commercial real estate transactions. Eric Chapman is a co-founder of the firms which have been in existence since December, 2004. Eric's main responsibilities are assisting in the selection of potential investment properties. Time devoted to this role is minimal (approximately 10 hours a month) and falls only during weekend hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-10
  • S65 Uniform Investment Adviser Law Examination
    2016-10-10
Designations

View on SEC IAPD

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