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David Rey Ybarra
CRD#: 6469419
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Investment Adviser
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Previous Broker
ASPIRED WEALTHCRD#: 330891 LOVELAND, CO
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2020 - 2021 (<1 year)IAASPIRED WEALTH (CRD# 330891)2024 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2015 - 2020 (4 years)IACONSILIO WEALTH ADVISORS, LLC (CRD# 314466)2021 - 2024 (2 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2020 (1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2016 - 2018 (2 years)
License(s)

State Registrations

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Colorado 4/8/2024

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Washington 7/11/2024

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Texas 4/26/2024

Current Registration(s)
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ASPIRED WEALTH (CRD#:330891)
LOVELAND, CO
Registered with this firm since 4/8/2024

Previous Registration(s)
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06/14/2021 - 01/16/2024 CONSILIO WEALTH ADVISORS, LLC (CRD#:314466) LOVELAND, CO
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07/31/2020 - 06/14/2021 NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC (CRD#:2881) SEATTLE, WA
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07/31/2020 - 06/14/2021 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) SEATTLE, WA
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07/13/2018 - 03/27/2020 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) BOSTON, MA
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05/06/2015 - 03/27/2020 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) BELLEVUE, WA
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03/16/2016 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) BELLEVUE, WA
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Broker
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Investment Adviser
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.