William Dan Gotses

Financial advisor at Colorado Financial Service Corporation · Centennial, CO

Last updated 2026-10-10

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William Dan Gotses is a financial advisor at Colorado Financial Service Corporation in Centennial, CO, CRD 1894852. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1998-05-12.

Registration

CRD number
1894852
Registration status
Active
IAPD registration
1998-05-12
Industry Experience
28 years
Work Experience
17 years
States registered
AZ, CA, CO, FL, NC, OR, TX, WA

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2009-10 to 2016-11 · U.S. Bancorp Investments, Inc. · San Diego, CA
  • 2017-02 to 2017-04 · Silber Bennett Finanical, Inc. · Encino, CA
  • 2016-12 to 2017-02 · Unemployed · La Jolla, CA
  • 2017-05 to Present · Colorado Financial Service Corporation · Centennial, CO

Current employment

  • Colorado Financial Service Corporation · Centennial, CO

SEC IAPD record for William Dan Gotses

About

William Dan Gotses is a financial advisor at Colorado Financial Service Corporation in Centennial, CO. Reported securities licenses include Series 63 and Series 65. The latest record indicates 28 years of industry experience and 17 years of reported work history. Reported roles include Silber Bennett Finanical, Inc., Unemployed, U.S. Bancorp Investments, Inc..

SEC disclosures list additional business and community activities: (1) Gotses Financial Services: (4)nipsy properties 1 llc; investment-related; san diego, ca; real estate; membership interest in llc which owns real estate; member of llc; 2000; 0 hours/month; 0 hours/trading; buy/sell real estate; (5) adriatic ventures llc / not investment related / real estate holding entity / 15 glittering sky, aliso viejo, ca 92656 / 15 hours outside market hours / owner and member (6) high performance motorsports llc, dba: high performance motorsports; not investment-related; san diego ca; used car dealership/racing co.

Location

188 Inverness Drive West, Centennial, CO 80112

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Official record

View the official SEC IAPD record

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