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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-20 |
| CO | RA | APPROVED | 2024-08-23 |
| HI | RA | APPROVED | 2024-08-23 |
| MI | RA | APPROVED | 2024-08-23 |
| WA | RA | APPROVED | 2024-08-23 |
Branch Locations
90 S. Cascade Ave. Suite 1220, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 07/2014 | 08/2024 |
| Osaic Wealth, Inc. | Colorado Springs | CO | 08/2024 | Present |
1)LWM FINANCIAL/LARSEN WEALTH MANAGEMENT;INVESTMENT RELATED;90 S. CASCADE,SUITE 1220,COLORADO SPRINGS,CO 80903;DBA;FINANCIAL ADVISOR;7/2014;160 HRS/MONTH;6.5 HRS DURING TRADING;FINANCIAL ADVISOR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-16 |
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