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CRAIG ALAN STAVELY
CRAIG A STAVELY, Craig Stavely
CRD#: 5718550
IA
B
TRINITY WEALTH PARTNERSCRD#: 325294 8354 E. NORTHFIELD BLVD.
SUITE 3700
DENVER, CO 80238-3135
SUITE 3700
DENVER, CO 80238-3135
0
Disclosures
14
Years of Experience
View By:
State Registrations
IA
Colorado 10/13/2023
IA
Registered with this firm since 10/13/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/27/2021 - 02/09/2023 | LITTLETON, CO | |
B | 10/11/2021 - 02/09/2023 | LITTLETON, CO | |
IA | 05/04/2018 - 12/31/2021 | DENVER, CO | |
IA | 06/06/2019 - 09/30/2021 | DENVER, CO | |
IA | 10/17/2016 - 03/19/2018 | ENGLEWOOD, CO | |
B | 10/11/2016 - 03/19/2018 | ENGLEWOOD, CO | |
IA | 09/18/2014 - 10/13/2016 | DENVER, CO | |
B | 09/15/2014 - 10/13/2016 | DENVER, CO | |
B | 01/05/2010 - 09/04/2014 | GREENWOOD VLG, CO |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.