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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-13
TX RA APPROVED_RES 2025-01-13
  • CO RA
    APPROVED
    Since 2025-01-13
  • TX RA
    APPROVED_RES
    Since 2025-01-13

Branch Locations

3773 E Cherry Creek North Dr Ste 801, Denver, CO 80209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Liv Sotheby's International Realty Denver CO 05/2015 Present
Raymond James & Associates Inc. Denver CO 07/2017 01/2025
Lpl Financial Llc Denver CO 01/2025 Present
Previous Registrations
  • 2017-08-21 → 2025-01-14
    Denver, CO
    Denver, CO
    Denver, CO
  • 2013-07-25 → 2015-05-27
    Reliance Family Offices
    Denver, CO
  • 2007-01-16 → 2010-12-31
    Gunnison, CO
    Fort Mill, SC
    Westminster, CO
    Crested Butte, CO
  • 2008-10-24 → 2010-12-22
    Lewis Financial Services, Llc
    Westminster, CO
  • 2006-01-09 → 2007-01-18
    Lake Oswego, OR
    Gunnison, CO
Other Businesses

1.01/13/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Reliance Integrated Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 12/02/2024; 220hrs/mth; 32.5hrs during trading 2.01/13/2025; LIV Sotheby's International Realty; Realtor Services; Investment Related; 546 5 Emerson 5t. Denver,CO; Start Date 07/01/2015; 1hrs/mth; hrs during trading 3.01/13/2025; Reliance Integrated Wealth Partners, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 10/04/2024; 220hrs/mth; 32.5hrs during trading 4.08/20/2026; Colorado Storm Youth Soccer Club; Coach/ Sports/ Fitness; Not Investment Related; Aurora,CO; Start Date 08/01/2026; 30hrs/mth; 0hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-11
  • S66 Uniform Combined State Law Examination
    2017-08-11
Designations
Other Names
  • Jason Daniel Lewis

View on SEC IAPD

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