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Detailed Report
ERIC ALAN DAVIS
ERIC DAVIS
CRD#: 6065115
IA
Investment Adviser
BSW WEALTH PARTNERSCRD#: 107485 2300 BROADWAY STREET
BOULDER, CO 80304
Registration History
201520162017201820192020202120222023202420252026IABSW WEALTH PARTNERS (CRD# 107485)2015 - Present (9 years)
License(s)

State Registrations

IA
Colorado 11/23/2015
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Texas 12/6/2023
Current Registration(s)
IA
BSW WEALTH PARTNERS (CRD#:107485)
2300 BROADWAY STREET, BOULDER, CO 80304
Registered with this firm since 11/23/2015
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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
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.