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Boman Bird Stacey

Forward Wealth

Lone Tree, CO

Aqi

Lone Tree, CO

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Current Employers
Forward Wealth

10465 Park Meadows Drive Suite 107, Lone Tree, CO 80124 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-30
CO RA APPROVED 2026-07-08
  • TX RA
    APPROVED_RES
    Since 2026-07-30
  • CO RA
    APPROVED
    Since 2026-07-08

Branch Locations

10465 Park Meadows Drive Suite 107, Lone Tree, CO 80124 • United States

Aqi

10465 Park Meadows Drive Suite 107, Lone Tree, CO 80124 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-07
  • CO RA
    APPROVED
    Since 2026-07-07

Branch Locations

10465 Park Meadows Drive Suite 107, Lone Tree, CO 80124 • 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
Gallacher Capital Management, Llc Lone Tree CO 02/2021 07/2026
Abbott Knoxville TN 07/2016 08/2021
Klas Research Orem UT 01/2015 07/2021
Gallacher Capital Llc Lone Tree CO 07/2026 Present
Aqi Lone Tree CO 07/2026 Present
  • 02/2021 → 07/2026
    Gallacher Capital Management, Llc
    Lone Tree, CO
  • 07/2016 → 08/2021
    Abbott
    Knoxville, TN
  • 01/2015 → 07/2021
    Klas Research
    Orem, UT
  • 07/2026 → Present
    Gallacher Capital Llc
    Lone Tree, CO
  • 07/2026 → Present
    Aqi
    Lone Tree, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-17
  • S65 Uniform Investment Adviser Law Examination
    2021-10-17

View on SEC IAPD

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LPL ENTERPRISE, LLC
PALLER FINANCIAL SERVICES, INC.
OSAIC ADVISORY SERVICES, LLC
ELIASON WEALTH MANAGEMENT LLC
PLANPILOT
TRANSAMERICA FINANCIAL ADVISORS, LLC

Other Investors

SHALINI J. MAYL
KYLE SMITH
BRIANNA MARIE MATHIS
JESSICA DIEM HUYNH CURTIS
ANDRINA UPTMORE
ALYSSA ARMIDA EVANS
JARON CAPPOS
ANDREW KIM

Other Offices

STRATEGIC ADVISERS LLC · LONE TREE, CO
LPL FINANCIAL LLC · CENTENNIAL, CO
STRATEGIC ADVISERS LLC · CENTENNIAL, CO
LPL ENTERPRISE, LLC · ENGLEWOOD, CO
PALLER FINANCIAL SERVICES, INC. · CENTENNIAL, CO
OSAIC ADVISORY SERVICES, LLC · Centennial, CO
ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO

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