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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-14 |
Branch Locations
2300 Broadway Street, Boulder , CO 80304 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
2300 Broadway Street, Boulder, CO 80304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado Capital Management | Boulder | CO | 07/2018 | 03/2019 |
| Colorado Capital Management | Boulder | CO | 04/2017 | 07/2018 |
| Hinman Financial | Erie | CO | 09/2016 | 04/2017 |
| Wash Park Capital | Denver | CO | 11/2015 | 03/2017 |
| Bsw Wealth Partners | Boulder | CO | 04/2019 | Present |
| Sequoia Financial Group | Akron | OH | 07/2026 | Present |
Ms. Wentworth currently serves on the Investment Committee of the Community Foundation of Boulder County (the "Foundation"), located at 1123 Spruce St, Boulder, CO 80302, which is a tax-exempt philanthropic partner for the people of Boulder County. Ms. Wentworth dedicates approximately 1 hour per month (0 during trading hours). The Foundation works with donors, nonprofits, civic leaders, and community members to meet the evolving needs of Boulder County. Ms. Wentworth does not receive compensation for her service. There is no affiliation or other business relationship between BSW Wealth Partners and the Foundation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-15 |
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