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215 Union Blvd. Suite 215, Lakewood, CO 80228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-28 |
Branch Locations
215 Union Blvd. Suite 215, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Partners | Lakewood | CO | 02/2026 | Present |
| Sandra Jean Coaching, Llc | Littleton | CO | 03/2024 | Present |
| Sierra Nevada Corporation | Englewood | CO | 02/2023 | 03/2024 |
| Leprino Foods | Denver | CO | 06/1999 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-27 |
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