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Current Employers
Denver Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-18
  • CO RA
    APPROVED
    Since 2026-08-18

Branch Locations

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

627 24 1/2 Rd H, Grand Junction, CO 81505 • 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
Cambridge Investment Research, Inc. Fairfield IA 08/2025 08/2026
U.S. Bank Grand Junction CO 03/2024 06/2025
Maurices Grand Junction CO 02/2021 03/2024
Mesa County Tennis Grand Junction CO 05/2020 05/2023
Colorado Mesa University Grand Junction CO 08/2021 05/2025
Grand Junction High School Grand Junction CO 08/2016 05/2021
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2026 08/2026
Lpl Financial Llc Grand Junction CO 08/2026 Present
Denver Wealth Management, Inc. Grand Junction CO 08/2026 Present
  • 08/2025 → 08/2026
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2024 → 06/2025
    U.S. Bank
    Grand Junction, CO
  • 02/2021 → 03/2024
    Maurices
    Grand Junction, CO
  • 05/2020 → 05/2023
    Mesa County Tennis
    Grand Junction, CO
  • 08/2021 → 05/2025
    Colorado Mesa University
    Grand Junction, CO
  • 08/2016 → 05/2021
    Grand Junction High School
    Grand Junction, CO
  • 02/2026 → 08/2026
    Fairfield, IA
  • 08/2026 → Present
    Lpl Financial Llc
    Grand Junction, CO
  • 08/2026 → Present
    Grand Junction, CO
Previous Registrations
Other Businesses

1) Mr. Lane is dually registered with LPL Financial LLC (“LPL Financial”) and Denver Wealth Management, Inc. ("DWM"). Mr. Lane has served as an investment advisor representative D and as a registered representative for LPL Financial since August 2026. Business is conducted from 627 24 1/2 rd, H, Grand Junction, CO, 81505. Approximately 5% of Mr. Lane’s time services as a registered representative. 2) Licensed insurance agent; Not investment-related; Grand Junction, CO, 81505; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent 3) Sole proprietorship; Not investment-related; Grand Junction, CO. 81504; Real estate property; Owner; 10/1/2 hours per month; 0 during trading hours; Manage the property and lease

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-14
  • S66 Uniform Combined State Law Examination
    2025-11-14

View on SEC IAPD

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