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Loveland, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-11 |
| TX | RA | APPROVED | 2024-04-26 |
| CO | RA | APPROVED | 2024-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Seattle | WA | 07/2020 | 06/2021 |
| Fidelity Personal And Workplace Advisors | Bellevue | WA | 07/2018 | 03/2020 |
| Consilio Wealth Advisors, Llc | Bellevue | WA | 06/2021 | 01/2024 |
| Aspired Wealth Planning Llc | Loveland | CO | 04/2024 | Present |
| David R. Ybarra, Sole Proprietor | Loveland | CO | 03/2023 | 01/2026 |
| Fidelity Brokerage Services Llc | Bellevue | WA | 05/2015 | 03/2020 |
| Strategic Advisers Llc | Bellevue | WA | 03/2016 | 07/2018 |
| Unemployed | Bellevue | WA | 04/2020 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-19 |
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