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Daniel B Carnes

Elderado Financial, Inc

Montrose, CO

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Current Employers
Elderado Financial, Inc

1030 S. Townsend Ave Suite A, Montrose, CO 81401 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-01-23
  • CO RA
    APPROVED
    Since 2020-01-23

Branch Locations

1030 S. Townsend Ave Suite A, Montrose, CO 81401 • 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
Charles Schwab & Co., Inc. Phoenix AZ 03/2018 11/2019
U-Haul International Phoenix AZ 04/2016 02/2018
Elderado Financial Montrose CO 11/2019 Present
  • 03/2018 → 11/2019
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 04/2016 → 02/2018
    U-Haul International
    Phoenix, AZ
  • 11/2019 → Present
    Elderado Financial
    Montrose, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-23
S63 Uniform Securities Agent State Law Examination 2018-10-03
  • S65 Uniform Investment Adviser Law Examination
    2020-01-23
  • S63 Uniform Securities Agent State Law Examination
    2018-10-03

View on SEC IAPD

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