Rolla H. Colvert
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Rolla Henry Colvert, who also goes by Rolla H Colvert, was a registered financial professional .
Rolla is a previously registered financial professional and started their career in finance in 1994. Rolla had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 22, 2017 - September 4, 2023
BONFIRE FINANCIAL, LLC
April 21, 2009 - May 30, 2017
UBS FINANCIAL SERVICES INC.
April 21, 2009 - May 30, 2017
UBS FINANCIAL SERVICES INC.
March 28, 2001 - May 12, 2009
CITIGROUP GLOBAL MARKETS INC.
March 9, 2001 - May 12, 2009
CITIGROUP GLOBAL MARKETS INC.
April 12, 1994 - March 16, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
BONFIRE FINANCIAL, LLC
CRD#: 288522 / SEC#: 801-119543
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BONFIRE FINANCIAL, LLC
CRD#: 288522 / SEC#: 801-119543
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 746 |
| AUM (Assets Under Management) | $ 198,158,840 |
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.
