Steven R. Foland

BRITEHORN SECURITIES

Denver, CO 80202

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CRD#: 2437681

Professional summary

Steven Robert Foland is a registered financial professional currently at BRITEHORN SECURITIES located in Denver, Colorado.

Steven is registered as a RR (Registered Representative) and started their career in finance in 2003. Steven has worked at 8 firms and has passed the Series 63, Series 79TO, Series 62, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Steven Robert Foland's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 21, 2025 - Present

BRITEHORN SECURITIES

Office #1: 1401 Lawrence St Suite 1600, Denver, CO 80202Office #2: 525 Okeechobee Blvd Suite #840, West Palm Beach, FL 33401

CRD#: 36402

Denver, CO

Past

May 9, 2024 - August 21, 2025

CDX ADVISORS

CRD#: 171500

WEST PALM BEACH, FL

Past

May 25, 2022 - August 5, 2024

OLD CITY SECURITIES LLC

CRD#: 171910

NEW YORK, NY

Past

June 2, 2017 - April 9, 2021

CICC US SECURITIES, INC.

CRD#: 143221

San Francsico, CA

Past

July 10, 2010 - April 27, 2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

SAN FRANCISCO, CA

Past

December 7, 2009 - July 20, 2010

THOMAS WEISEL PARTNERS LLC

CRD#: 46237

SAN FRANCISCO, CA

Past

July 28, 2005 - March 28, 2008

MERRIMAN CAPITAL, INC.

CRD#: 18296

NEW YORK, NY

Past

October 23, 2003 - July 25, 2005

THINKEQUITY LLC

CRD#: 44274

SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/21/2025)

Florida
(8/22/2025)

New York
(9/3/2025)

Exams

State Security Law Exam

Series 63

Date: 12/30/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 62

Date: 1/2/2023

Corporate Securities Limited Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 24

Date: 9/26/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BRITEHORN SECURITIES

CRD#: 36402 / SEC#: , 8-47217

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

1401 Lawrence St Suite 1600, Denver, CO 80202

Mailing Address

1401 Lawrence St Suite 1600, Denver, CO 80202

Phone number

(720) 465-5305

Established

Colorado since 10/31/2013

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
BRITEHORN PARTNERS LLC	DIRECT OWNER
ARMSTRONG, BOBBI JEANNE	CHIEF COMPLIANCE OFFICER	2828244
HURRY, ANDREW DUNCAN	CHIEF FINANCIAL OFFICER	5131486
STORY, BRETT HOWARD	PRINCIPAL	5580403
STORY, NATALIA KLISHINA	CHIEF COMPLIANCE OFFICER	7271729

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Steven R. Foland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Steven Robert Foland's CRS (Customer Relationship Summary).

Certified licenses

Experience

CDX ADVISORS

OLD CITY SECURITIES LLC

CICC US SECURITIES, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

THOMAS WEISEL PARTNERS LLC

MERRIMAN CAPITAL, INC.

THINKEQUITY LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/30/2003

Series 79TO

Date: 1/2/2023

Series 62

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 24

Date: 9/26/2005

FINRA

Current Firm

BRITEHORN SECURITIES

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

BRITEHORN SECURITIES

TRUST BUT VERIFY

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