Ava Allen has been an investment adviser representative at Endeavor Private Wealth since September 2025, and is not listed among the firm’s executive officers or direct owners.
Endeavor Private Wealth, Inc. is a Topeka, KS firm with $595M under management, 535 clients and 9 advisers across 5 offices, as of its May 2026 filing.
Ava Allen’s longest registration was 3 years at Wells Fargo Advisors (2022–2025). Before joining Endeavor Private Wealth in 2025, Ava Allen was registered through Wells Fargo Advisors.
- – present · 1 yearBoulder, CO · Adviser representative · Firm CRD 313053
- Wells Fargo Advisors– · 3 yearsBoulder, CO · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Ava Allen is registered as an investment adviser representative in Colorado, since September 2025.
- ColoradoSince 10 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 29 August 2022 |
| Series 7TO | General Securities Representative Examination | 2 August 2022 |
| SIE | Securities Industry Essentials Examination | 17 July 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ava En-Ni Allen
- CRD
- 7531455
- Firm
- Endeavor Private Wealth · CRD 313053
- Office
- 1800 Broadway, Suite 100, Boulder, CO 80302
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Ava Allen work?
Ava Allen is an investment adviser representative registered through Endeavor Private Wealth, Inc. since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Ava Allen a financial advisor?
Yes. Ava Allen has a current investment-adviser registration in Colorado, through Endeavor Private Wealth since September 2025.
How many years of experience does Ava Allen have?
Ava Allen has 4 years in the financial industry, since August 2022, across 2 adviser firms.
What exams has Ava Allen passed?
Ava Allen has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2021.
Where is Ava Allen based?
Ava Allen’s registered office is in Boulder, CO.
Is Ava Allen registered with FINRA?
No. Ava Allen has no current broker registration.
How can I verify Ava Allen’s record?
Search CRD 7531455 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ava Allen’s full registration record.
- Heidi MarkChief Compliance Officer
- Christopher McGeeManaging Partner