Donald E. Culver

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CRD#: 58497

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.

Donald Eugene Culver was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1970. Donald had worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 1 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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 15, 2020 - February 23, 2022

COHESION WEALTH MANAGEMENT, LLC

RIA

CRD#: 308980

BROOMFIELD, CO

Past

August 12, 2002 - December 31, 2002

CULVER AND COMPANY, INC.

RIA

CRD#: 112197

BOULDER, CO

Past

July 27, 2000 - December 12, 2005

CULVER AND COMPANY, INC.

RIA

CRD#: 112197

BROOMFIELD, CO

Past

July 25, 2000 - November 10, 2020

CULVER INVESTMENT COMPANY, LLC

RIA

CRD#: 112198

BROOMFIELD, CO

Past

October 5, 1999 - December 31, 2021

VALMARK SECURITIES, INC.

CRD#: 31243

BROOMFIELD, CO

Past

January 9, 1984 - September 23, 1999

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

July 30, 1982 - April 23, 1998

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

September 16, 1980 - August 13, 1982

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

May 7, 1970 - January 15, 1981

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

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".

COHESION WEALTH MANAGEMENT, LLC

COHESION WEALTH MANAGEMENT, LLC | EPIQWEST CULVER WEALTH ADVISORS LLC

CRD#: 308980 / SEC#: 801-118720

RIA

Registered Investment Advisory firm - (5/18/2020 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/2/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/9/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 4/23/1970

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/16/1985

General Securities Principal Examination

Current Firm

COHESION WEALTH MANAGEMENT, LLC

COHESION WEALTH MANAGEMENT, LLC | EPIQWEST CULVER WEALTH ADVISORS LLC

CRD#: 308980 / SEC#: 801-118720

RIA

Registered Investment Advisory firm - (5/18/2020 Approved)

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Contact information

Main Address

370 Interlocken Blvd., Suite 290, Broomfield, CO 80021

Mailing Address

Phone number

(303) 442-3670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (11/7/2025)

Regulatory assets under management

Total Number of Accounts	583
AUM (Assets Under Management)	$ 227,910,817

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

Donald E. Culver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CULVER AND COMPANY, INC.

CULVER AND COMPANY, INC.

CULVER INVESTMENT COMPANY, LLC

VALMARK SECURITIES, INC.

PRUCO SECURITIES, LLC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Primary Firm SEC Registration

COHESION WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/2/1999

Series 63

Date: 4/9/1996

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 4/23/1970

Series 24

Date: 9/16/1985

Current Firm

COHESION WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COHESION WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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