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165 South Union Blvd Suite 675, Lakewood, CO 80228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-23 |
Branch Locations
165 South Union Blvd Suite 675, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 04/2021 | 01/2023 |
| Rocky Mountain Air Solutions | Denver | CO | 05/2020 | 04/2021 |
| Colorado State University | Fort Collins | CO | 08/2016 | 05/2020 |
| Graebel Companies Inc. | Aurora | CO | 05/2018 | 08/2018 |
| Graebel Companies Inc. | Aurora | CO | 05/2019 | 08/2019 |
| Bear Dance Golf Club | Larkspur | CO | 05/2017 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 05/2023 | 09/2024 |
| Unemployed | Denver | CO | 01/2023 | 05/2023 |
| Creativeone Wealth, Llc | Overland Park | KS | 11/2024 | 09/2025 |
| Bam Advisory Group | Lakewood | CO | 11/2024 | Present |
| Bam Wealth Management Llc | Lakewoord | CO | 04/2025 | Present |
1. BAM Advisory Group; investment related; 165 S Union Blvd Suite 675 Lakewood, CO 80228; Sale of Annuities and Life Insurance; Paraplanner/Service Advisor; 11/2024; 20 hrs/mo; 10 hrs/mo; Planning and Client Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-09 |
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