BW
Brynna L. Wilson
CITRINE & GOLD LLC
DENVER, CO 80211
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CRD#: 6853165
BW
Professional summary
Brynna Lynn Wilson is a registered financial advisor currently at CITRINE & GOLD LLC located in Denver, Colorado.
Brynna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brynna has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
[Working Earth Solutions, LLC; energy solutions consultancy that helps large businesses with services and products that reduce emissions, save energy and save money; passive investor; 311 Mapleton Ave Suite 371 Boulder, CO 80304; 0 hours per month; royalties] [Red Kite Ventures, LLC; Holding real estate property to rent out to tenants ; PO Box 12426, Denver, CO 80212; Owner; rental income; 10 hours per month; investment related; start date 09/2017] [The Jamin Fund; board member; non investment related; start date 12/2008; 3247 Country Club Pkwy Castle Pines, CO 80108; 1 hour per month;non profit set up in remembrance of Jamin Wilson in order to provide scholarships to teachers and children as well as build schools in 3rd world countries to help spread knowledge throughout the world; fundraise at specific events during the year and went on one trip to Kenya to help build a school there] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3200 Cherry Creek S Drive, Suite 700 Denver, CO 80209; Start Date 04/2021; Role/Title: Independent Contractor; Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CITRINE & GOLD LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DENVER, CO; START DATE: 10/2021] Name of outside business: The Sauna Room; Is the business investment related: No; Location of the business: 9635 W Colfax Ave STE 304 Lakewood CO 80215 USA; Description of the business: Rental to customers for the use of an infrared sauna by the half hour or hour.; Position Title: Owner; Responsibilities Duties: Cleaning of room and infrared sauna, customer services, business management.; Start date with business: 2023-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0;
CRS (Client Relationship Summary) - RIA
Click below to view Brynna Lynn Wilson'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
December 15, 2023 - Present
CITRINE & GOLD LLC
Office #1: 4045 Pecos St Suite 210-15, Denver, CO 80211RIA
CRD#: 328183
DENVER, CO
Past
December 8, 2022 - December 8, 2023
THE WEALTH BOUTIQUE
RIA
CRD#: 317291
Wheat Ridge, CO
Past
April 29, 2022 - October 6, 2022
THE WEALTH BOUTIQUE
RIA
CRD#: 317291
Wheat Ridge, CO
Past
May 8, 2018 - April 13, 2022
NYLIFE SECURITIES LLC
BD
CRD#: 5167
LAKEWOOD, CO
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.Highlighted states indicate IAR registrations
IAR
Colorado(12/15/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/22/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
C&
CITRINE & GOLD LLC
CITRINE & GOLD LLC
CRD#: 328183 / SEC#:
Colorado
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Contact information
Main Address
4045 Pecos St Suite 210-15, Denver, CO 80211
Mailing Address
Phone number
(540) 960-1010
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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