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1849 Cherry St. Unit 16, Louisville, CO 80027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-03-24 |
| CO | RA | APPROVED | 2022-12-22 |
| TX | RA | APPROVED | 2022-12-22 |
Branch Locations
1849 Cherry St. Unit 16, Louisville, CO 80027 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-04-13 |
| TX | RA | APPROVED | 2018-04-13 |
Branch Locations
1849 Cherry Street, Unit 16, Louisville, CO 80027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-11 |
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