Best Investors Account Sign in
Current Employers
Denver Wealth Management, Inc.

4582 S Ulster St. Suite 1300, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-05-18
  • CO RA
    APPROVED
    Since 2024-05-18

Branch Locations

4582 S Ulster St. Suite 1300, Denver, CO 80237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2021 → Present
    Greenwood Village, CO
  • 05/2020 → 07/2020
    Doordash
    Louisville, CO
  • 05/2018 → 08/2020
    Murphy's Tap House
    Louisville, CO
  • 08/2018 → 05/2022
    Colorado Christian University
    Lakewood, CO
  • 08/2014 → 05/2018
    Monarch High School
    Louisville, CO
  • 07/2025 → Present
    Lpl Financial Llc
    Denver, CO
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-23
S65 Uniform Investment Adviser Law Examination 2024-05-17
  • S63 Uniform Securities Agent State Law Examination
    2026-04-23
  • S65 Uniform Investment Adviser Law Examination
    2024-05-17

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor