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Apo Financial Services, LLC CRD 297647
$124M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10155 Westmoor Drive Suite 125, Westminster, CO 80021-2627 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-07 |
Branch Locations
10155 Westmoor Drive Suite 125, Westminster, CO 80021-2627 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Northglenn | CO | 06/2016 | 01/2017 |
| Bank Of The West | Northglenn | CO | 06/2016 | 01/2017 |
| Unemployed | Denver | CO | 02/2017 | 08/2017 |
| Cuso Financial Services Lp | San Diego | CA | 09/2017 | 05/2020 |
| Blue Federal Credit Union | Denver | CO | 09/2017 | 05/2020 |
| Lpl Financial, Llc | Denver | CO | 06/2020 | 06/2022 |
| Edelman Financial Engines | Santa Clara | CA | 08/2024 | 04/2025 |
| Unemployed | Denver | CO | 07/2022 | 08/2024 |
| Unemployed | Denver | CO | 05/2025 | 12/2025 |
| Allstate Financial Services, Llc | Lincoln | NE | 01/2026 | Present |
| Allstate Insurance Co | Northbrook | IL | 01/2026 | 05/2026 |
| Allstate Financial Advisors Llc | Lincoln | NE | 01/2026 | 05/2026 |
| Apo Financial Services, Llc | Westminster | CO | 06/2026 | Present |
I am an insurance producer, life, heallth, and accident. Independent contractor. 6/2026. 15 hours monthly Insurance related sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-17 |
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