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4582 S Ulster St. Suite 1300, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-18 |
Branch Locations
4582 S Ulster St. Suite 1300, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Denver Wealth Management, Inc. | Greenwood Village | CO | 04/2021 | Present |
| Doordash | Louisville | CO | 05/2020 | 07/2020 |
| Murphy's Tap House | Louisville | CO | 05/2018 | 08/2020 |
| Colorado Christian University | Lakewood | CO | 08/2018 | 05/2022 |
| Monarch High School | Louisville | CO | 08/2014 | 05/2018 |
| Lpl Financial Llc | Denver | CO | 07/2025 | Present |
1) 07/30/2025 - Denver Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location (s) - Start Date:07/18/2025 - 0 Hrs/Mth - 0 Hrs During -100% Time Spent 2) 08/05/2025 - Denver Wealth Management, Inc. - Investment Related - Registered Investment Advisor Hybrid - At reported business location (s) - Start Date:09/01/2024 - 195 Hrs/Mth - 7.5 Hrs During Trading.I provide investment advisory services through Denver Wealth Management, Inc., an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 195 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-17 |
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