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1849 Cherry St. Unit 16, Louisville, CO 80027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-04 |
| NE | RA | APPROVED | 2023-05-16 |
| CO | RA | APPROVED | 2022-12-22 |
Branch Locations
1849 Cherry St. Unit 16, Louisville, CO 80027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Louisville | CO | 01/2019 | Present |
| Country Financial | Broomfield | CO | 08/2010 | 12/2018 |
| Varra Wealth Management Llc | Louisville | CO | 12/2022 | Present |
1/16/2019 - DBA for LPL Business (entity for LPL business) - Varra Financial Associates - 100% - Louisville, CO 2. 05/28/2019 - Varra Financial Associates - Inv related - At reported business location(s) - Non-Variable Insurance - start date:05/27/2019 - 10 hrs/mo - 10 hrs during trading. 3. 12/02/2022 - Rocky Mountain Insurance Network - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Solicitor/Agent - Start Date - 08/01/2022 - 15 Hours Per Month/15 Hours During Securities Trading 4. 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. 5. 03/05/2024 - Varra Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/11/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-12-30 |
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