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Current Employers
Varra Financial

1849 Cherry St. Unit 16, Louisville, CO 80027 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-03-24
CO RA APPROVED 2022-12-22
TX RA APPROVED 2022-12-22
  • NE RA
    APPROVED
    Since 2025-03-24
  • CO RA
    APPROVED
    Since 2022-12-22
  • TX RA
    APPROVED
    Since 2022-12-22

Branch Locations

1849 Cherry St. Unit 16, Louisville, CO 80027 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2018-04-13
TX RA APPROVED 2018-04-13
  • CO RA
    APPROVED
    Since 2018-04-13
  • TX RA
    APPROVED
    Since 2018-04-13

Branch Locations

1849 Cherry Street, Unit 16, Louisville, CO 80027 • 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
Oppenheimer Funds Inc. Centenial CO 02/2011 03/2018
Lpl Financial Llc Louisville CO 03/2018 Present
Varra Wealth Management Llc Louisville CO 07/2018 Present
  • 02/2011 → 03/2018
    Oppenheimer Funds Inc.
    Centenial, CO
  • 03/2018 → Present
    Louisville, CO
  • 07/2018 → Present
    Varra Wealth Management Llc
    Louisville, CO
Other Businesses

1) 03/01/2018 - Varra Financial Associates - DBA for LPL Business (entity for LPL business) - investment related - at reported business location(s) - start: 03/2018 - 160 hr/mth 2) 03/01/2018 - Real Estate Rental - owner - inv rel - Denver, CO - start: 06/2013 - 2 hr/mth 3) 11/29/2019 - Main St Arbitrage - Investment Related - 1400 Main st. #101, Louisville, Co, 80027 - Business Entity For Tax/Investment Purposes Only - Start Date - 11/01/2019 - 1 Hours Per Month/0 Hours During Securities Trading 4) 1/25/2023 - 3 L's LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 12/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading 5) 2/24/2023 - Varra Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 12/22/2022 - 150 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Varra Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-13
S63 Uniform Securities Agent State Law Examination 2009-04-11
  • S66 Uniform Combined State Law Examination
    2018-04-13
  • S63 Uniform Securities Agent State Law Examination
    2009-04-11
Other Names
  • Cameron F Dunford

View on SEC IAPD

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