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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 |
|---|---|---|---|---|
| Dmk Advisor Group | Lakewood | CO | 05/2014 | 03/2023 |
| Aveo Capital Partners, Llc | Englewood | CO | 05/2014 | 04/2025 |
| Legacy Wealth Partners, Llc | Lakewood | CO | 03/2025 | Present |
~1) Project Black, LLC; Investment-related; Arvada, CO; Nature: LLC for privately investing in pre-IPO companies (Passive investment owning shares of Linqto. www.Linqto.com. 101 METRO DRIVE SUITE 335 SAN JOSE, CA 95110; Relationship: Shareholder through Project Black, LLC. Did an in-kind transfer of IP for a financial planning app I helped build for shares in this company.) PARTNER CO-OWNER; Start date: 8/6/2013; Less than 1 hour/year spent on this activity; No compensation. ~2) Get SNUG Inc.; Investment-related; 1644 Platte Street, Suite 400, Denver, CO 80218; Nature of business: Estate planning website; No position held & no current compensation other than shares owned (0.1%); Start date 03/2023; 1-2 hours per month during normal business hours; Duties: advising on features/functionality of the website. ~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 | 2004-03-30 |
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