James Lee Booth

Current Employers

Employment History

• 10/2005 → Present
  United Airlines
  Denver, CO
• 10/2013 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 09/2021
  Securities America, Inc.
  Fort Collins, CO
• 11/2020 → 09/2021
  Arbor Point Advisors
  Fort Collins, CO
• 09/2021 → 04/2025
  Aveo Capital Partners, Llc
  Englewood, CO
• 03/2025 → Present
  Legacy Wealth Partners, Llc
  Lakewood, CO

Previous Registrations

• 2021-09-03 → 2025-04-01
  Aveo Capital Partners, Llc
  Englewood, CO
• 2020-11-06 → 2021-09-02
  Arbor Point Advisors
  Fort Collins, CO
• 2013-10-08 → 2020-11-06
  Kms Financial Services, Inc.
  Bethlehem, PA
  Fort Collins, CO
  Seattle, WA
  Fort Collins, CO
  Bethlehem, PA
  Seattle, WA
• 2013-03-26 → 2013-12-31
  Pks Advisory Services, Llc
  Bethlehem, PA
  Albany, NY
• 2009-05-22 → 2011-05-02
  Equitable Advisors, Llc
  Fort Collins, CO
  Lakewood, CO
  Lakewood, CO
  Ft. Collins, CO

Other Businesses

~1) United Airlines, Inc.; Not investment-related; Address: UAL, Denver, CO 80238; Nature: Airline company; Position: United Airlines Pilot; Start date: 10/15/2005; Approximately 80 hours/month devoted to this activity with 50 hours/month during securities trading hours. ~ ~2) Alterra Mountain Company; Not investment-related; Address: Steamboat, CO 80487; Nature of business: Hospitality/Resorts; Position: Seasonal Ski Instructor, Start date: Seasonal employee (November-April) since 11/2018; Approximately 20 hours/month devoted to this activity with 6 hours/month during securities trading hours.~ ~3) Legacy Wealth Partners, LLC; Investment-related; Lakewood, CO; Insurance Agency; Insurance Agent; Start 11/2022; Approximately 15 hours/month devoted to this activity with all hours/month during securities trading hours. Fixed Insurance including, but not limited to: Life Insurance, Disability Insurance, and Non-variable Annuities.~

Exams

• S66 Uniform Combined State Law Examination
  2009-05-12

Other Names

• James Booth