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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 |
| TX | RA | APPROVED_RES | 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 |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Centennial | CO | 06/2019 | 08/2019 |
| Bam Wealth Management Llc | Lakewood | CO | 04/2025 | Present |
| Creativeone Wealth, Llc | Leawood | KS | 08/2019 | 09/2025 |
| Student | Cromwell | CT | 08/2014 | 05/2019 |
| Bam Advisory Group | Lakewood | CO | 08/2019 | Present |
MAXWELL ROSS (DBA - BAM ADVISORY GROUP); INVESTMENT RELATED; 165 SOUTH UNION BOULEVARD, SUITE 424, LAKEWOOD, O=CO 80228; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE JUNE 2019; APX 160 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-16 |
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