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8000 E Prentice Ave. Suite B-8, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-20 |
Branch Locations
8000 E. Prentice Avenue, Suite B-8, Greenwood Village, CO 80111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Greenwood Village | CO | 05/2010 | 04/2024 |
| Raymond James Financial Services Advisors, Inc | Greenwood Village | CO | 05/2010 | 04/2024 |
| Newell Financial Services | Greenwood Village | CO | 03/1999 | Present |
| Newpo, Llc | Greenwood Village | CO | 05/2006 | Present |
| Lpl Financial | Greenwood Village | CO | 04/2024 | 10/2025 |
| Newell Financial Services, Llc. | Greenwood Village | CO | 11/2025 | Present |
1- 12/2025 / Insurance / Non-Variable Insurance / Investment Related / 5 hrs mnth / start date 01/01/1998 2- 12/2025 / Newell financial services, Inc / DBA for LPL Business (entity for LPL business) / Investment Related / start date 01/01/1998 3- 12/2025 / Newpo LIC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 1 hr mnth / start date 05/02/2006 4- 12/2025 / Newell-Kimpton Project LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / start date 10/22/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-22 |
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