Eric Montgomery

Current Employers

Employment History

• 09/2015 → 10/2017
  Keybank
  Denver, CO
• 09/2015 → 10/2017
  Key Investment Services Llc
  Denver, CO
• 10/2017 → 06/2018
  Key Investment Services
  Denver, CO
• 07/2018 → 02/2019
  First Command Financial Planning, Inc
  Fort Worth, TX
• 07/2018 → 02/2019
  First Command Advisory Services, Inc
  Fort Worth, TX
• 07/2018 → 02/2019
  First Command Insurance Services, Inc
  Fort Worth, TX
• 02/2019 → 05/2021
  Us Army
  Denver, CO
• 04/2019 → 01/2020
  Keybank
  Denver, CO
• 04/2019 → 01/2020
  Key Investment Services Llc
  Denver, CO
• 02/2021 → 04/2023
  Lpl Financial Llc
  Greenwood Village, CO
• 04/2023 → 06/2025
  Parkland Securities, Llc
  Ann Arbor, MI
• 04/2023 → 06/2025
  Sigma Planning Corporation
  Ann Arbor, MI
• 01/2021 → Present
  Em Lending Llc Dba New Way Financial
  Parker, CO
• 06/2025 → Present
  Cetera Wealth Services Llc
  El Segundo, CA
• 06/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2026 → Present
  New Way Real Estate Llc
  Parker, CO

Previous Registrations

• 2023-04-05 → 2025-06-16
  Spc
  Ann Arbor, MI
  Englewood, CO
• 2021-02-04 → 2023-04-12
  Lpl Financial Llc
  Greenwood Village, CO
  San Diego, CA
  Greenwood Village, CO
• 2018-07-17 → 2019-03-04
  First Command Advisory Services
  Columbus, GA
  Fort Worth, TX
• 2017-07-27 → 2018-07-09
  Key Investment Services Llc
  Denver, CO
  Denver, CO
  Centennial, CO
  Parker, CO

Other Businesses

1. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 06/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISING, PLANNING AND INSURANCE 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2010 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: EM LENDING LLC DBA NEW WAY FINANCIAL INVESTMENT RELATED: NO ADDRESS: PARKER, CO NATURE OF BUSINESS: MORTGAGE SERVICES START DATE: 01/2021 POSITION/TITLE/RELATIONSHIP: BROKER/OWNER APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 12 BRIEF DESCRIPTION OF DUTIES: 1ST AND SECOND POSITION MORTGAGES, EXCEPT REVERSE MORTGAGES. 4. NAME OF OTHER BUSINESS: NEW WAY PROSPERITY PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 24; APX NUMBER OF HOURS DURING TRADING HOURS: 24; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: NEW WAY REAL ESTATE LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE INVESTING; START DATE: 05/2026; POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: BRING TOGETHER INVESTORS TO PURCHASE RESIDENTIAL REAL ESTATE, FIX AND FLIP HOMES;

Exams

• S66 Uniform Combined State Law Examination
  2017-07-24
• S63 Uniform Securities Agent State Law Examination
  2015-01-28

Other Names

• Eric W Montgomery
• Eric Wayne Montgomery