| Name: | CoBiz Wealth, LLC |
| Jurisdiction: | Colorado |
| Legal type: | Domestic limited liability company |
| Status: | Merged |
| Date of registration: | 13 Feb 2003 (22 years ago) |
| Entity Number: | 20031049750 |
| ZIP code: | 80202 |
| County: | Denver County |
| Place of Formation: | COLORADO |
| Principal Address: | 1401 Lawrence St Ste 1200 Denver CO 80202 US |
| Mailing Address: | c/o BOKF, NA Corp Tax Dept PO Box 2300 -- 11NW Tulsa OK 74192 US |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1324659 | 1401 LAWRENCE STREET, SUITE 1200, DENVER, CO, 80202 | 1401 LAWRENCE STREET, SUITE 1200, DENVER, CO, 80202 | 303-291-4700 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2019-07-08 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-18
| Form type | 13F-HR/A |
| File number | 028-11324 |
| Filing date | 2019-04-18 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-04-12
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2019-04-12 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-01-15
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2019-01-15 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-10-09
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2018-10-09 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-07-10
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2018-07-10 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-04-13
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2018-04-13 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-01-23
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2018-01-23 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-10-16
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2017-10-16 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-07-11
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2017-07-11 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-04-17
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2017-04-17 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-03
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2017-02-03 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-10-11
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2016-10-11 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-01
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2016-08-01 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-04-26
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2016-04-26 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-01
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2016-02-01 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-10-26
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2015-10-26 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-07-29
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2015-07-29 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-04-27
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2015-04-27 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-01-21
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2015-01-21 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-10-16
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2014-10-16 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-07-29
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2014-07-29 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-04-29
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2014-04-29 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-01-31
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2014-01-31 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-11-06
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2013-11-06 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-08-14
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2013-08-14 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-04-30
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2013-04-30 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-02-06
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2013-02-06 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-10-26
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2012-10-26 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2012-08-13
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2012-08-13 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2012-05-18
| Form type | 13F-HR/A |
| File number | 028-11324 |
| Filing date | 2012-05-18 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2012-05-18
| Form type | 13F-HR/A |
| File number | 028-11324 |
| Filing date | 2012-05-18 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2012-05-14
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2012-05-14 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2012-02-14
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2012-02-14 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-11-15
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2011-11-15 |
| Reporting date | 2011-09-30 |
| File | View File |
Filings since 2011-08-10
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2011-08-10 |
| Reporting date | 2011-06-30 |
| File | View File |
Filings since 2011-05-12
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2011-05-12 |
| Reporting date | 2011-03-31 |
| File | View File |
Filings since 2011-02-10
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2011-02-10 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-11-12
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2010-11-12 |
| Reporting date | 2010-09-30 |
| File | View File |
Filings since 2010-08-06
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2010-08-06 |
| Reporting date | 2010-06-30 |
| File | View File |
Filings since 2010-05-03
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2010-05-03 |
| Reporting date | 2010-03-31 |
| File | View File |
Filings since 2010-02-16
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2010-02-16 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-11-05
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2009-11-05 |
| Reporting date | 2009-09-30 |
| File | View File |
Filings since 2009-08-07
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2009-08-07 |
| Reporting date | 2009-06-30 |
| File | View File |
Filings since 2009-04-27
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2009-04-27 |
| Reporting date | 2009-03-31 |
| File | View File |
Filings since 2009-02-23
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2009-02-23 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2008-11-10
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2008-11-10 |
| Reporting date | 2008-09-30 |
| File | View File |
Filings since 2008-08-07
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2008-08-07 |
| Reporting date | 2008-06-30 |
| File | View File |
Filings since 2008-04-30
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2008-04-30 |
| Reporting date | 2008-03-31 |
| File | View File |
Filings since 2008-02-15
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2008-02-15 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2007-11-14
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2007-11-14 |
| Reporting date | 2007-09-30 |
| File | View File |
Filings since 2007-08-22
| Form type | 13F-HR/A |
| File number | 028-11324 |
| Filing date | 2007-08-22 |
| Reporting date | 2007-06-30 |
| File | View File |
Filings since 2007-08-22
| Form type | 13F-HR/A |
| File number | 028-11324 |
| Filing date | 2007-08-22 |
| Reporting date | 2007-06-30 |
| File | View File |
Filings since 2007-07-25
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2007-07-25 |
| Reporting date | 2007-06-30 |
| File | View File |
Filings since 2007-05-04
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2007-05-04 |
| Reporting date | 2007-03-31 |
| File | View File |
Filings since 2007-02-05
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2007-02-05 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2006-11-02
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2006-11-02 |
| Reporting date | 2006-09-30 |
| File | View File |
Filings since 2006-08-07
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2006-08-07 |
| Reporting date | 2006-06-30 |
| File | View File |
Filings since 2006-05-01
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2006-05-01 |
| Reporting date | 2006-03-31 |
| File | View File |
Filings since 2006-02-02
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2006-02-02 |
| Reporting date | 2005-12-31 |
| File | View File |
Filings since 2005-10-31
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2005-10-31 |
| Reporting date | 2005-09-30 |
| File | View File |
Filings since 2005-07-28
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2005-07-28 |
| Reporting date | 2005-06-30 |
| File | View File |
Filings since 2005-05-20
| Form type | 13F-HR/A |
| File number | 028-11324 |
| Filing date | 2005-05-20 |
| Reporting date | 2005-03-31 |
| File | View File |
Filings since 2005-04-27
| Form type | 13F-HR |
| File number | 028-11324 |
| Filing date | 2005-04-27 |
| Reporting date | 2005-03-31 |
| File | View File |
| Name | Role | Address |
|---|---|---|
| Piper Turner | Agent | 2369 S. St. Paul St. Denver CO 80210 US |
| Transaction ID | Type | Date | Effective date | Name | Comment |
|---|---|---|---|---|---|
| 20191499385 | Statement of Merger | 2019-06-20 | 2019-07-01 | No data | Merged to THE MILESTONE GROUP, INC. |
| 20191466439 | File Report | 2019-06-03 | 2019-06-03 | No data | Change of Registered Agent / Change of Registered Agent Address / Change of Entity Address |
| 20181060275 | File Report | 2018-01-23 | 2018-01-23 | No data | No data |
| 20171050181 | File Report | 2017-01-23 | 2017-01-23 | No data | Change of Registered Agent Address |
| 20161834084 | Statement of Change Changing the Principal Office Address | 2016-12-08 | 2016-12-08 | No data | Principal address changed; |
| 20161782388 | Statement of Change Changing the Principal Office Address | 2016-11-21 | 2016-11-21 | No data | Principal address changed; |
| 20161156775 | File Report | 2016-03-01 | 2016-03-01 | No data | No data |
| 20151590832 | Amend Articles of Organization for an LLC | 2015-09-14 | 2015-09-14 | CoBiz Wealth, LLC | Change of Entity Name |
| 20151251244 | File Report | 2015-04-13 | 2015-04-13 | No data | No data |
| 20141054872 | File Report | 2014-01-24 | 2014-01-24 | No data | No data |
Date of last update: 13 Jan 2025
Sources: Colorado's Secretary of State
