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Daniel Mckibben Willis

Edgerock Wealth Management

Denver, CO

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Current Employers
Edgerock Wealth Management

7001 East Belleview Ave Suite 800, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-05
  • CO RA
    APPROVED
    Since 2026-08-05

Branch Locations

7001 East Belleview Ave Suite 800, Denver, CO 80237 • 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
Edgerock Wealth Management Denver CO 11/2025 Present
Movement Gyms Centennial CO 08/2025 Present
Hapa Sushi Bar & Grill Greenwood Village CO 06/2025 Present
Walmart Inc. Centennial CO 06/2025 06/2025
Ideal Language School Douliu 09/2023 04/2025
Hapa Sushi Bar & Grill Boulder CO 06/2021 06/2025
Tommy Bahamas Lone Tree CO 09/2018 08/2019
Waterway Carwash Greenwood Village CO 03/2017 11/2017
Student/College Boulder CO 08/2019 12/2022
Unemployed Boulder CO 06/2016 03/2017
Unemployed Boulder CO 11/2017 09/2018
Unemployed Boulder CO 12/2022 09/2023
  • 11/2025 → Present
    Denver, CO
  • 08/2025 → Present
    Movement Gyms
    Centennial, CO
  • 06/2025 → Present
    Hapa Sushi Bar & Grill
    Greenwood Village, CO
  • 06/2025 → 06/2025
    Walmart Inc.
    Centennial, CO
  • 09/2023 → 04/2025
    Ideal Language School
    Douliu
  • 06/2021 → 06/2025
    Hapa Sushi Bar & Grill
    Boulder, CO
  • 09/2018 → 08/2019
    Tommy Bahamas
    Lone Tree, CO
  • 03/2017 → 11/2017
    Waterway Carwash
    Greenwood Village, CO
  • 08/2019 → 12/2022
    Student/College
    Boulder, CO
  • 06/2016 → 03/2017
    Unemployed
    Boulder, CO
  • 11/2017 → 09/2018
    Unemployed
    Boulder, CO
  • 12/2022 → 09/2023
    Unemployed
    Boulder, CO
Other Businesses

1. Movement Gyms (Climbing, Yoga, and Fitness), Not investment-related, 9657 E County Line Rd, Centennial, CO 80112, Climbing, Youth Instructor/Coach, 08/2026, 8-14 hours/month (all outside of securities trading hours), I'm a rock climbing instructor/coach for minors ages 4-17. 2. Hapa Sushi bar 7 Grill, Not investment-related, 5380 Greenwood Plaza Blvd #101, Greenwood Village, CO 80111, Asian-fusion restaurant, Server, 06/2026, i don't actively get scheduled but am pick-up only due to my closeness with the staff (any hours worked would be outside of securities trading hours), I am a server providing incredible dining experiences.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-05
  • S65 Uniform Investment Adviser Law Examination
    2026-08-05

View on SEC IAPD

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