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Aurora, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-13 |
| CA | RA | APPROVED | 2026-07-21 |
| CO | RA | APPROVED | 2026-06-03 |
| AZ | RA | APPROVED | 2026-05-22 |
| OH | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caduceus Financial Services, Llc | Westminster | CO | 03/2008 | Present |
| Dynamic Wealth Partners, Llc | Phoenix | AZ | 01/2016 | 03/2024 |
| Atlas Lifestyle Planning Group Llc | Westminster | CO | 11/2019 | Present |
| Atlas Risk Management Group | Westminster | CO | 04/2018 | 04/2026 |
| Dynamic Lifestyle Planning Group | Aurora | CO | 04/2026 | Present |
Caduceus Financial Services LLC; Westminster CO, Investment related; Insurance agent; start 03/2018; 10 hr/mo; 2.5/during securities hours. Atlas Lifestyle Planning Group; Westminster, CO; Investment Related; CCO; Start 11/2019; 15 hr/mo; 15/during securities hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-24 |
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