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Timnath, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Loveland | CO | 05/2015 | 01/2017 |
| Keystone Financial Services | Loveland | CO | 01/2015 | 08/2017 |
| Cwm, Llc | Loveland | CO | 05/2016 | 08/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2017 | 08/2017 |
| Level Up Financial Planning, Llc | Timnath | CO | 08/2017 | Present |
| Power Up Tax Planning Services, Llc | Timnath | CO | 11/2019 | Present |
Lucas Casarez's work with Power Up Tax Planning Services, LLC is not investment related. The address for Power Up Tax Planning Services, LLC is 6309 Sienna Drive, Timnath, CO, 80547. Lucas Casarez's primary role is as the owner and as a tax preparer. This role started 11/2019. Lucas Casarez devotes 70 hours a month between February and April and does not normally operate outside of these months unless the tax season is extended. These hours do not impact my availability during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-18 |
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