Ronald David New

Current Employers

Employment History

• 08/2015 → 03/2017
  Captial Markets Consulting
  Littleton, CO
• 03/2017 → 12/2019
  Moreton Capital Markets
  Denver, CO
• 12/2019 → 01/2022
  Worth Street, Llc
  Greenwood Village, CO
• 01/2022 → 06/2022
  Capital Peak, Llc
  Littleton, CO
• 06/2022 → Present
  Whipplewood Advisors, Llc
  Littleton, CO

Previous Registrations

• 2019-05-17 → 2019-11-26
  Moreton Asset Management, Llc
  Denver, CO
  Farmington, UT
• 2017-03-21 → 2018-12-31
  Moreton Asset Management, Llc
  Denver, CO
  Farmington, UT
• 2014-02-10 → 2015-07-31
  Ghp Investment Advisors Inc
  Denver, CO

Other Businesses

1) Risk Management Association- Rocky Mountain Chapter. Board of Directors and Committee Chair. No check writing authority. Less than 4 hours per month during non-trading hours. Uncompensated. Appointed November 2017. 2) Investment Advisory Committee member for City and County of Denver, 201 W. Colfax Avenue, Dept 1010 Denver, CO 80202. Less than 4 hours per month during non-trading hours. Uncompensated investment related advisory board to the City and County. Appointed February 2018. 3) University of Colorado, Business Economic Outlook Forum and Financial Activities Committee. Committee Chair. Less than 12 hours per month during trading hours. Uncompensated. Appointed September 2006. 4) Capital Peak, LLC. Managing Member. Acquisition vehicle for the purchase of small businesses. E-commerce focused. No hours per month. Entity is dormant.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-26
• S63 Uniform Securities Agent State Law Examination
  1987-07-10

Other Names

• Ron New
• Ronald David Jr New