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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 |
|---|---|---|---|---|
| University Of Colorado Boulder | Boulder | CO | 11/2014 | 05/2021 |
| Bam Advisory Group | Lakewood | CO | 07/2022 | Present |
| Creativeone Wealth, Llc | Overland Park | KS | 07/2022 | 09/2025 |
| Risemint Capital Advisors | Evergreen | CO | 06/2021 | 07/2022 |
| Bam Wealth Management Llc | Lakewood | CO | 04/2025 | Present |
BAM Advisory Group, Investment Related, 165 S Union Blvd # 424, Lakewood, CO 80228, Financial Planning & Insurance Sales, Service Advisor, Start Date 07/2022, 168 hrs/mn, 40 hrs/mn during trading hours, Services clients as well as advisors with reviews, taking notes, working with clients and possible trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-27 |
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