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8744 Kendrick Castillo Way Suite 100, Highlands Ranch, CO 80129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
8744 Kendrick Castillo Way Suite 100, Highlands Ranch, CO 80129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towers Wealth Management Inc | Parker | CO | 05/2009 | 05/2020 |
| H.D. Vest Investment Services, Inc. | Parker | CO | 05/2009 | 05/2020 |
| Commonwealth Financial Network | Waltham | MA | 05/2020 | 06/2024 |
| Towers Wealth Management Inc | Parker | CO | 04/2016 | 06/2024 |
| Lord And Richards | Highlands Ranch | CO | 06/2024 | Present |
| Lord And Richards Wealth Management, Llc | Highlands Ranch | CO | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-29 |
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