COBIZ WEALTH, LLC

Legal name: COBIZ WEALTH

CRD #125910 SEC #801-62035 DENVER, CO 303-291-4700

SEC Registered

Total AUM

$968.2M

Discretionary

$959.3M

Employees

Clients

Accounts

1,099

Firm Details

Organization Type: Limited Liability Company
State of Formation: Colorado
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 7, 2019
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
AHERN, KEVIN, WALTER	I	DIRECTOR,SENIOR VICE PRES	NA	Control
AHERN, KEVIN, WALTER	I	DIRECTOR,SENIOR VICE PRES	NA	Control
AHERN, KEVIN, WALTER	I	DIRECTOR,SENIOR VICE PRES	NA	Control
AHERN, KEVIN, WALTER	I	DIRECTOR,SENIOR VICE PRES	NA	Control
AHERN, KEVIN, WALTER	I	DIRECTOR,SENIOR VICE PRES	NA	Control
ALEXANDER, HOWARD, TROTTER	I	VICE CHAIR	NA	Control
ALEXANDER, HOWARD, TROTTER	I	VICE CHAIR	NA	Control
ALEXANDER, HOWARD, TROTTER	I	VICE PRESIDENT	NA	Control
ALEXANDER, HOWARD, TROTTER	I	DIRECTOR, CHAIRMAN, OWNER	NA	Control
ALEXANDER, HOWARD, TROTTER	I	VICE CHAIR	NA	Control
ALEXANDER, HOWARD, TROTTER	I	VICE CHAIR	NA	Control
ALEXANDER, HOWARD, TROTTER	I	VICE CHAIR	NA	Control
ALEXANDER, HOWARD, TROTTER	I	VICE CHAIR	NA	Control
ALEXANDER, HOWARD, TROTTER	I	VICE CHAIR	NA	Control
ALEXANDER, HOWARD, TROTTER	I	DIRECTOR	NA	Control
ALEXANDER, HOWARD, TROTTER	I	VICE CHAIR	NA	Control
ALEXANDER, HOWARD, TROTTER	I	DIRECTOR	NA	Control
ALEXANDER, HOWARD, TROTTER	I	VICE CHAIR	NA	Control
ALEXANDER, HOWARD, TROTTER	I	VICE CHAIR	NA	Control
ALEXANDER, HOWARD, TROTTER	I	VICE CHAIR	NA	Control
ALEXANDER, HOWARD, TROTTER	I	VICE CHAIR	NA	Control
ALLEN, J, RICHARD	I	DIRECTOR	NA	Control
ALLEN, J, RICHARD	I	DIRECTOR	NA	Control
ALLEN, J, RICHARD	I	DIRECTOR	NA	Control
ALLEN, J, RICHARD	I	DIRECTOR	NA	Control
ALLEN, J, RICHARD	I	DIRECTOR	NA	Control
ALLEN, J, RICHARD	I	DIRECTOR	NA	Control
ALLEN, J, RICHARD	I	DIRECTOR	NA	Control
ALLEN, J, RICHARD	I	DIRECTOR	NA	Control
ALLEN, J, RICHARD	I	DIRECTOR	NA	Control
ALLEN, J, RICHARD	I	DIRECTOR	NA	Control
BANGERT, STEVEN	I	DIRECTOR	NA	Control
BANGERT, STEVEN	I	DIRECTOR	NA	Control
BANGERT, STEVEN	I	DIRECTOR	NA	Control
BANGERT, STEVEN	I	DIRECTOR	NA	Control
BANGERT, STEVEN	I	DIRECTOR	NA	Control
BANGERT, STEVEN	I	DIRECTOR	NA	Control
BANGERT, STEVEN	I	DIRECTOR	NA	Control
BANGERT, STEVEN	I	DIRECTOR	NA	Control
BANGERT, STEVEN	I	DIRECTOR	NA	Control
BANGERT, STEVEN	I	DIRECTOR	NA	Control
CORMEY, JOHN, RANDALL	I	CHIEF EXECUTIVE OFFICER & HEAD PORTFOLIO MANAGER	NA	Control
CORMEY, JOHN, RANDALL	I	CHIEF EXECUTIVE OFFICER & HEAD PORTFOLIO MANAGER	NA	Control
CORMEY, JOHN, RANDALL	I	CHIEF EXECUTIVE OFFICER & HEAD PORTFOLIO MANAGER	NA	Control
CORMEY, JOHN, RANDALL	I	CHIEF EXECUTIVE OFFICER & HEAD PORTFOLIO MANAGER	NA	Control
CORMEY, JOHN, RANDALL	I	PRESIDENT, CHIEF EXECUTIVE OFFICER & HEAD PORTFOLIO MANAGER	NA	Control
CORMEY, JOHN, RANDALL	I	CHIEF EXECUTIVE OFFICER & HEAD PORTFOLIO MANAGER	NA	Control
CORMEY, JOHN, RANDALL	I	PRESIDENT	NA	Control
CORMEY, JOHN, RANDALL	I	CHIEF EXECUTIVE OFFICER & HEAD PORTFOLIO MANAGER	NA	Control
CORMEY, JOHN, RANDALL	I	DIRECTOR	NA	Control
CORMEY, JOHN, RANDALL	I	PRESIDENT	NA	Control
CORMEY, JOHN, RANDALL	I	DIRECTOR	NA	Control
CORMEY, JOHN, RANDALL	I	CHIEF EXECUTIVE OFFICER & HEAD PORTFOLIO MANAGER	NA	Control
CORMEY, JOHN, RANDALL	I	PRESIDENT, CHIEF EXECUTIVE OFFICER & HEAD PORTFOLIO MANAGER	NA	Control
CORMEY, JOHN, RANDALL	I	CHIEF EXECUTIVE OFFICER & HEAD PORTFOLIO MANAGER	NA	Control
CORMEY, JOHN, RANDALL	I	DIRECTOR	NA	Control
DALTON, RICHARD, JOSEPH	I	DIRECTOR	NA	Control
DALTON, RICHARD, JOSEPH	I	DIRECTOR	NA	Control
DALTON, RICHARD, JOSEPH	I	DIRECTOR	NA	Control
DALTON, RICHARD, JOSEPH	I	DIRECTOR	NA	Control
DALTON, RICHARD, JOSEPH	I	DIRECTOR	NA	Control
DAY, RITA, KOCH	I	SENIOR VP, SECRETARY, TREASURER	NA	Control
DAY, RITA, KOCH	I	SENIOR VP, SECRETARY, TREASURER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	SENIOR VP,SEC/TREAS	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	SENIOR VP, SECRETARY, TREASURER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	SENIOR VP	NA	Control
DAY, RITA, KOCH	I	SENIOR VP,SEC/TREAS	NA	Control
DAY, RITA, KOCH	I	SENIOR VP,SEC/TREAS	NA	Control
DAY, RITA, KOCH	I	SENIOR VP,SEC/TREAS	NA	Control
DAY, RITA, KOCH	I	SENIOR VP,SEC/TREAS	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	SENIOR VP, SECRETARY, TREASURER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAY, RITA, KOCH	I	CHIEF COMPLIANCE OFFICER	NA	Control
FARRAR, SCOTT, TIMOTHY	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
FARRAR, SCOTT, TIMOTHY	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
FARRAR, SCOTT, TIMOTHY	I	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	NA	Control
FARRAR, SCOTT, TIMOTHY	I	CHIEF OPERATING OFFICER, DIRECTOR	NA	Control
FARRAR, SCOTT, TIMOTHY	I	CHIEF COMPLIANCE OFFICER	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	CHIEF INVESTMENT OFFICER	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	CHIEF INVESTMENT OFFICER	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	CHIEF INVESTMENT OFFICER	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	CHIEF INVESTMENT OFFICER	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	CHIEF INVESTMENT OFFICER	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	CHIEF INVESTMENT OFFICER	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	CHIEF INVESTMENT OFFICER	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	CHIEF INVESTMENT OFFICER	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	PRESIDENT AND CHIEF INVESTMENT OFFICER	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	CHIEF INVESTMENT OFFICER	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	MANAGING DIRECTOR	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	MANAGING DIRECTOR	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	MANAGING DIRECTOR	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	MANAGING DIRECTOR	NA	Control
FREIMUTH, CHRISTOPHER, CLINE	I	MANAGING DIRECTOR	NA	Control
GRAUER, SCOTT, BRADLEY	I	CHAIRMAN OF THE BOARD	NA	Control
GRAUER, SCOTT, BRADLEY	I	CHAIRMAN OF THE BOARD	NA	Control
GRAUER, SCOTT, BRADLEY	I	CHAIRMAN OF THE BOARD	NA	Control
GRAUER, SCOTT, BRADLEY	I	CHAIRMAN OF THE BOARD	NA	Control
GRAUER, SCOTT, BRADLEY	I	CHAIRMAN OF THE BOARD	NA	Control
GREEN, JOHN, RAYMOND	I	DIRECTOR	NA	Control
GREEN, JOHN, RAYMOND	I	DIRECTOR	NA	Control
GREEN, JOHN, RAYMOND	I	DIRECTOR	NA	Control
GREEN, JOHN, RAYMOND	I	DIRECTOR	NA	Control
GREEN, JOHN, RAYMOND	I	DIRECTOR	NA	Control
GREEN, JOHN, RAYMOND	I	DIRECTOR	NA	Control
GREEN, JOHN, RAYMOND	I	DIRECTOR	NA	Control
GREEN, JOHN, RAYMOND	I	DIRECTOR	NA	Control
GREEN, JOHN, RAYMOND	I	DIRECTOR	NA	Control
GREEN, JOHN, RAYMOND	I	DIRECTOR	NA	Control
LORENZ, JONATHAN, CHARLES	I	DIRECTOR	NA	Control
LORENZ, JONATHAN, CHARLES	I	DIRECTOR	NA	Control
LORENZ, JONATHAN, CHARLES	I	DIRECTOR	NA	Control
LORENZ, JONATHAN, CHARLES	I	DIRECTOR	NA	Control
LORENZ, JONATHAN, CHARLES	I	DIRECTOR	NA	Control
LORENZ, JONATHAN, CHARLES	I	DIRECTOR	NA	Control
LORENZ, JONATHAN, CHARLES	I	DIRECTOR	NA	Control
MAHANEY, MINDY, MARGARET	I	CHIEF OPERATING OFFICER	NA	Control
MAHANEY, MINDY, MARGARET	I	CHIEF OPERATING OFFICER	NA	Control
MAHANEY, MINDY, MARGARET	I	CHIEF OPERATING OFFICER	NA	Control
MAHANEY, MINDY, MARGARET	I	CHIEF OPERATING OFFICER	NA	Control
MAHANEY, MINDY, MARGARET	I	CHIEF OPERATING OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARRONE, MARK, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
MONAHAN, LYNN, DENISE	I	CHIEF OPERATIONS OFFICER	NA	Control
PAGE, SCOTT, EDWARD	I	EXECUTIVE VICE PRESIDENT AND DIRECTOR	NA	Control
PAGE, SCOTT, EDWARD	I	EXECUTIVE VICE PRESIDENT AND DIRECTOR	NA	Control
PAGE, SCOTT, EDWARD	I	EXECUTIVE VICE PRESIDENT AND DIRECTOR	NA	Control
PAGE, SCOTT, EDWARD	I	EXECUTIVE VICE PRESIDENT AND DIRECTOR	NA	Control
PAGE, SCOTT, EDWARD	I	EXECUTIVE VICE PRESIDENT AND DIRECTOR	NA	Control
PETERSEN, CHARLOTTE, TIEDEMANN	I	CHIEF INVESTMENT OFFICER	NA	Control
PETERSEN, CHARLOTTE, TIEDEMANN	I	CHIEF INVESTMENT OFFICER	NA	Control
PETERSEN, CHARLOTTE, TIEDEMANN	I	CHIEF INVESTMENT OFFICER, DIRECTOR	NA	Control
REED, ROBERT	I	DIRECTOR,EXEC VICE PRES	NA	Control
REED, ROBERT	I	DIRECTOR,EXEC VICE PRES	NA	Control
REED, ROBERT	I	DIRECTOR,EXEC VICE PRES	NA	Control
REED, ROBERT	I	DIRECTOR,EXEC VICE PRES	NA	Control
REED, ROBERT	I	DIRECTOR,EXEC VICE PRES	NA	Control
REED, ROBERT, JACKSON	I	DIRECTOR, EXEC VICE PRES	NA	Control
REED, ROBERT, JACKSON	I	DIRECTOR, EXEC VICE PRES	NA	Control
REED, ROBERT, JACKSON	I	DIRECTOR, EXEC VICE PRES	NA	Control
REED, ROBERT, JACKSON	I	DIRECTOR, EXEC VICE PRES	NA	Control
REED, ROBERT, JACKSON	I	DIRECTOR, EXEC VICE PRES	NA	Control
RYAN, AGNES, ELLEN	I	PRESIDENT	NA	Control
RYAN, AGNES, ELLEN	I	PRESIDENT	NA	Control
RYAN, AGNES, ELLEN	I	PRESIDENT	NA	Control
RYAN, AGNES, ELLEN	I	CHIEF EXECUTIVE OFFICER	NA	Control
RYAN, AGNES, ELLEN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER	NA	Control
RYAN, AGNES, ELLEN	I	CHIEF EXECUTIVE OFFICER	NA	Control
RYAN, AGNES, ELLEN	I	CHIEF EXECUTIVE OFFICER	NA	Control
RYAN, AGNES, ELLEN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER	NA	Control
RYAN, AGNES, ELLEN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER	NA	Control
RYAN, AGNES, ELLEN	I	CHIEF EXECUTIVE OFFICER	NA	Control
RYAN, AGNES, ELLEN	I	PRESIDENT AND CHIEF EXECUTIVE OFFICER	NA	Control
VAN HORN, THOMAS, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
WAGNER, JUDITH, BUCK	I	VICE CHAIR	NA	Control
WAGNER, JUDITH, BUCK	I	VICE CHAIR	NA	Control
WAGNER, JUDITH, BUCK	I	VICE PRESIDENT	NA	Control
WAGNER, JUDITH, BUCK	I	VICE CHAIR	NA	Control
WAGNER, JUDITH, BUCK	I	VICE CHAIR	NA	Control
WAGNER, JUDITH, BUCK	I	VICE CHAIR	NA	Control
WAGNER, JUDITH, BUCK	I	VICE CHAIR	NA	Control
WHEELER, GREGORY, AYRES	I	CHIEF EXECUTIVE OFFICER	NA	Control
WHEELER, GREGORY, AYRES	I	CHIEF EXECUTIVE OFFICER	NA	Control
WHEELER, GREGORY, AYRES	I	CHIEF EXECUTIVE OFFICER	NA	Control
WHEELER, GREGORY, AYRES	I	CHIEF EXECUTIVE OFFICER	NA	Control
WHEELER, GREGORY, AYRES	I	CHIEF EXECUTIVE OFFICER	NA	Control
BOKF, N.A.	DE	OWNER	E	Control
BOKF, N.A.	DE	OWNER	E	Control
BOKF, N.A.	DE	OWNER	E	Control
BOKF, N.A.	DE	OWNER	E	Control
BOKF, N.A.	DE	OWNER	E	Control
COBIZ ACMG, INC.	DE	MEMBER, COMMON UNITS	E	Control
COBIZ ACMG, INC.	DE	MEMBER, COMMON UNITS	E	Control
COBIZ ACMG, INC.	DE	MEMBER, COMMON UNITS	E	Control
COBIZ ACMG, INC.	DE	MEMBER, COMMON UNITS	E	Control
COBIZ ACMG, INC.	DE	MEMBER, COMMON UNITS	E	Control
COBIZ ACMG, INC.	DE	MEMBER, COMMON UNITS	E	Control
COBIZ ACMG, INC.	DE	MEMBER, COMMON UNITS	E	Control
COBIZ ACMG, INC.	DE	MEMBER, COMMON UNITS	E	Control
COBIZ ACMG, INC.	DE	MEMBER, COMMON UNITS	E	Control
COBIZ ACMG, INC.	DE	MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
COBIZ IM, INC.	DE	MANAGER & MEMBER, COMMON UNITS	E	Control
ALEXANDER, HOWARD	I	DIRECTOR,PRESIDENT,OWNER	B	Control
ALEXANDER, HOWARD	I	DIRECTOR,PRESIDENT,OWNER	B	Control
ALEXANDER, HOWARD	I	DIRECTOR,PRESIDENT,OWNER	B	Control
ALEXANDER, HOWARD	I	DIRECTOR,PRESIDENT,OWNER	B	Control
ALEXANDER, HOWARD	I	DIRECTOR,PRESIDENT,OWNER	B	Control
ALEXANDER, HOWARD, TROTTER	I	DIRECTOR, PRESIDENT, OWNER	B	Control
ALEXANDER, HOWARD, TROTTER	I	DIRECTOR, PRESIDENT, OWNER	B	Control
ALEXANDER, HOWARD, TROTTER	I	DIRECTOR, PRESIDENT, OWNER	B	Control
ALEXANDER, HOWARD, TROTTER	I	DIRECTOR, PRESIDENT, OWNER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
BOK FINANCIAL CORPORATION	DE	BOKF, N.A.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ FINANCIAL, INC.	DE	COBIZ IM, INC.	E	Control
COBIZ, INC.	DE	COBIZ ACMG, INC.	E	Control
COBIZ, INC.	DE	COBIZ ACMG, INC.	E	Control
COBIZ, INC.	DE	COBIZ ACMG, INC.	E	Control
COBIZ, INC.	DE	COBIZ ACMG, INC.	E	Control
COBIZ, INC.	DE	COBIZ ACMG, INC.	E	Control
COBIZ, INC.	DE	COBIZ ACMG, INC.	E	Control
COBIZ, INC.	DE	COBIZ ACMG, INC.	E	Control
COBIZ, INC.	DE	COBIZ ACMG, INC.	E	Control
COBIZ, INC.	DE	COBIZ ACMG, INC.	E	Control
COBIZ, INC.	DE	COBIZ ACMG, INC.	E	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control
KAISER, GEORGE, BRUCE	I	BOK FINANCIAL CORPORATION	D	Control

Registrations

Federal

May 7, 2019 REGISTERED

Notice Filings (16)

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Address

1401 LAWRENCE STREET
SUITE 1200
DENVER, CO 80202-2521
United States

Phone: 303-291-4700