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215 Union Blvd. Suite 215, Lakewood, CO 80228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-03 |
Branch Locations
215 Union Blvd. Suite 215, Lakewood, CO 80228 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephen A. Kohn & Associates, Ltd. | Lakewood | CO | 04/2014 | 09/2017 |
| Aveo Capital Partners, Llc | Englewood | CO | 04/2014 | 04/2025 |
| Legacy Wealth Partners, Llc | Lakewood | CO | 01/2025 | Present |
~1.) Meadow Run HOA; Not investment-related; 800 Meadow Run, Unit A, Golden, CO 80403; Home Owners Association; Treasurer and Board Member (unrelated to IAR position/business); Start date: 5/1/2019; Approximately 5 hours/month devoted to this activity with 0 hours/month during securities trading hours; Treasurer Duties - monthly accounting and reconciliation of dues and expenses of HOA. ~2.) Expert Witness - Financial Planning/Wealth Management; Not investment-related; Golden, CO; Expert Witness in Financial Services Field; Start date: 09/01/2024; Approximately 5 hours/month devoted to this activity with 0 hours/month during securities trading hours. ~3.) LEGACY WEALTH PARTNERS; Investment-related; Lakewood, CO; Insurance Agency; Insurance Agent; Start date: 03/2014; Approximately 15 hours/month devoted to insurance activity with all hours/month during securities trading hours. Fixed Insurance including, but not limited to, Life Insurance, Disability Insurance, and Non-variable Annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-01 |
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