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Patrick Ryan Rudy

Jpl Wealth Management, LLC

Greenwood Village, CO

Denver, CO

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Current Employers
Jpl Wealth Management, Llc

5300 Dtc Pkwy Suite 100, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-10-23
TX RA APPROVED 2023-10-23
  • CO RA
    APPROVED
    Since 2023-10-23
  • TX RA
    APPROVED
    Since 2023-10-23

Branch Locations

5300 Dtc Pkwy Suite 100, Greenwood Village, CO 80111 • United States

Denver, CO • 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
United Capital Denver CO 02/2015 07/2019
Goldman Sachs Personal Financial Management Denver CO 07/2019 10/2023
Jpl Wealth Management, Llc Highlands Ranch CO 10/2023 Present
  • 02/2015 → 07/2019
    United Capital
    Denver, CO
  • 07/2019 → 10/2023
    Goldman Sachs Personal Financial Management
    Denver, CO
  • 10/2023 → Present
    Jpl Wealth Management, Llc
    Highlands Ranch, CO
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-07-23
  • S63 Uniform Securities Agent State Law Examination
    2010-07-23
Designations
Other Names
  • Patrick R Rudy

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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