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Denver, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-31 |
| TX | RA | APPROVED_RES | 2025-02-10 |
| CA | RA | APPROVED | 2024-01-22 |
| CO | RA | APPROVED | 2023-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 30-40 Wealth Partners, Llc | Cornelius | NC | 10/2023 | Present |
| Afresh Technologies | San Francisco | CA | 11/2020 | 10/2023 |
| Walmart, Inc. | San Francisco | CA | 06/2019 | 10/2020 |
| Student [Not Employed] | Boston | MA | 08/2017 | 05/2019 |
| General Mills | Minneapolis | MN | 08/2013 | 07/2017 |
| Presidio Advisors Llc | Denver | CO | 09/2023 | Present |
Name: 30-40 Wealth Partners, LLC Investment-related: Yes Address of the other business: 18802 Peninsula Club Drive, Cornelius, North Carolina 28031 Nature: RIA focused on helping tech professionals with equity compensation Position: Paraplanner the start date of your relationship: 10/2023 Hours/month you devote to the other business: 40 hours/month Number of hours you devote to the other business during securities trading hours: 40 hours/month Duties: transcribe meeting notes, create meeting agendas, keep CRM up-to-date
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-02 |
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