ES
Edite Saripova
DENVER WEALTH MANAGEMENT
DENVER, CO 80237
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CRD#: 5376182
ES
Professional summary
Edite Saripova, who also goes by Edija Fox, Edite Fox, Edite Sapirova, Edija Saripova, is a registered financial advisor currently at DENVER WEALTH MANAGEMENT, INC. located in Denver, Colorado and LPL FINANCIAL LLC located in Denver, Colorado.
Edite is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Edite has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edija Fox | Edite Fox | Edite Sapirova | Edija Saripova
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.
1. Edite is dually-registered with DWM and LPL Financial LLC. ("LPL"). Edite has served as an investment advisor representative for DWM and a registered representative with LPL since 10/2020. Business is conducted from 5299 DTC Blvd, Suite 1350, Greenwood Village, CO 8011. Approximately 90% of Edite's time is for services as an investment advisor representative and the balance as a registered representative. 2. Board Member; Cherry Creek Toastmasters; Since 07/01/22; 4610 E Alameda Ave, Denver, CO 80246; Non-investment related; No compensation; Approximately 4 hours spent per month 3. Licensed Insurance Agent; Not Investment-Related; Same as reported business location; Insurance Sales; XX percent of time per month; recommendation and implementation of insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view Edite Saripova'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®
NoneExperience
Current
November 18, 2020 - Present
DENVER WEALTH MANAGEMENT, INC.
Office #1: 4582 S Ulster St. Suite 1300, Denver, CO 80237RIA
CRD#: 284868
DENVER, CO
Current
November 6, 2020 - Present
LPL FINANCIAL LLC
Office #1: 4582 S Ulster St Ste 1300, Denver, CO 80237RIA
BD
CRD#: 6413
DENVER, CO
Past
July 24, 2020 - July 27, 2020
JANUS HENDERSON DISTRIBUTORS US LLC
BD
CRD#: 28832
DENVER, CO
Past
March 24, 2008 - August 30, 2011
EDWARD JONES
RIA
CRD#: 250
ST. LOUIS, MO
Past
November 19, 2007 - August 30, 2011
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DENVER WEALTH MANAGEMENT, INC.
DENVER WEALTH MANAGEMENT INC. | SUMMIT WEALTH ADVISORS | PROVIDENCE CAPITAL PARTNERS INC. | PROVIDENCE CAPITAL PARTNERS | DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868 / SEC#: 801-114166
RIA
Registered Investment Advisory firm - (10/19/2018 Approved)Arizona
Registered Investment Advisory firm - (10/23/2018 Terminated)Colorado
Registered Investment Advisory firm - (10/26/2018 Terminated)New Mexico
Registered Investment Advisory firm - (10/23/2018 Terminated)Texas
Registered Investment Advisory firm - (10/23/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
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
RR
Colorado(11/6/2020)
IAR
Colorado(11/18/2020)
RR
Kentucky(10/2/2023)
RR
Minnesota(12/27/2023)
RR
Nevada(10/2/2023)
RR
South Carolina(10/2/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/24/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DW
DENVER WEALTH MANAGEMENT, INC.
DENVER WEALTH MANAGEMENT INC. | SUMMIT WEALTH ADVISORS | PROVIDENCE CAPITAL PARTNERS INC. | PROVIDENCE CAPITAL PARTNERS | DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868 / SEC#: 801-114166
RIA
Registered Investment Advisory firm - (10/19/2018 Approved)Arizona
Registered Investment Advisory firm - (10/23/2018 Terminated)Colorado
Registered Investment Advisory firm - (10/26/2018 Terminated)New Mexico
Registered Investment Advisory firm - (10/23/2018 Terminated)Texas
Registered Investment Advisory firm - (10/23/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4582 S Ulster St. Suite 1300, Denver, CO 80237
Mailing Address
Phone number
(303) 261-8015
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,213 |
| AUM (Assets Under Management) | $ 435,735,676 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DENVER WEALTH MANAGEMENT, INC.
CRD#: 284868Denver, CO 80237TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
