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Lindy Misao Yoshida

Bsw Wealth Partners

Boulder, CO

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Current Employers
Bsw Wealth Partners

2300 Broadway Street, Boulder, CO 80304 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-11-25
  • CO RA
    APPROVED
    Since 2024-11-25

Branch Locations

2300 Broadway Street, Boulder, CO 80304 • 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
Bsw Wealth Partners, Inc., A Public Benefit Corporation Boulder CO 06/2021 Present
Uncharted Denver CO 11/2019 06/2021
Unemployed Kadena Afb 01/2017 11/2019
Boys And Girls Club Of Greater Onslow County Jacksonville NC 09/2013 01/2017
  • 06/2021 → Present
    Bsw Wealth Partners, Inc., A Public Benefit Corporation
    Boulder, CO
  • 11/2019 → 06/2021
    Uncharted
    Denver, CO
  • 01/2017 → 11/2019
    Unemployed
    Kadena Afb
  • 09/2013 → 01/2017
    Boys And Girls Club Of Greater Onslow County
    Jacksonville, NC
Designations

View on SEC IAPD

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