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Denver, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-10 |
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