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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-03 |
| CO | RA | APPROVED | 2024-09-09 |
Branch Locations
1700 Lincoln St [Ve-Rbo], Denver, CO 80203 • United States
5613 Dtc Pkwy Ste 1000, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Overland Park | KS | 09/2012 | 11/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Englewood | CO | 10/2018 | 11/2018 |
| Unemployed | Denver | CO | 12/2018 | 03/2019 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 03/2019 | 06/2020 |
| Unemployed | Thornton | CO | 06/2020 | 07/2020 |
| Lpl Financial, Llc | Greenwood Village | CO | 07/2020 | 09/2024 |
| Merit Financial Group Llc (Dba: I.M. Wealth Care Llc) | Greenwood Village | CO | 08/2020 | 09/2024 |
| I.M. Financial, Llc | Denver | CO | 04/2022 | 09/2024 |
| I.M. Wealth Care, Llc | Denver | CO | 08/2020 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-12 |
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