Amy Louise Noel

Current Employers

Employment History

• 12/1995 → 09/2022
  Lpl Financial, Llc
  Boulder, CO
• 08/1996 → 04/2022
  Amy Noel, Inc.
  Boulder, CO
• 09/2022 → Present
  Cwm, Llc
  Boulder, CO
• 09/2022 → 12/2023
  Cetera Advisor Networks
  El Segundo, CA
• 04/2022 → Present
  Bloom Wealth Advisors
  Boulder, CO

Previous Registrations

• 1999-01-01 → 2022-09-23
  Lpl Financial Llc
  Boulder, CO
• 1999-01-01 → 2022-09-09
  Bloom Wealth Advisors
  Boulder, CO
  Boulder, CO

Other Businesses

NAME OF OTHER BUSINESS: KELLCOURT OA INVESTMENT RELATED: NO ADDRESS: 1909 26TH ST BOULDER, CO 80302 NATURE OF BUSINESS: OWNERS ASSOCIATION START DATE: 05/2006 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ATTENDING MEETINGS, VOTING ON OWNER'S ASSOCIATION PROPERTY MATTERS NAME OF OTHER BUSINESS: RYAL LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROPERTY RENTAL START DATE: 05/2006 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RENT OUT OFFICE SPACE NAME OF OTHER BUSINESS: AMY NOEL INVESTMENT RELATED: NO ADDRESS: BOULDER, CO NATURE OF BUSINESS: PROPERTY RENTAL START DATE: 05/2007 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES FIXED INSURANCE; NATURE OF BUSINESS: INSURANCE START DATE: 02/04/1997 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER MONTH: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 100 BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES & LTC

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-07
• S63 Uniform Securities Agent State Law Examination
  1996-12-05

Designations