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165 South Union Blvd Suite 675, Lakewood, CO 80228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-23 |
| TX | RA | APPROVED | 2025-04-23 |
Branch Locations
165 South Union Blvd Suite 675, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Client One Securities, Llc | Denver | CO | 07/2016 | 08/2019 |
| Bam Advisory Group | Lakewood | CO | 12/2010 | Present |
| Creativeone Wealth, Llc | Overland Park | KS | 07/2019 | 09/2025 |
| Bam Wealth Management Llc | Lakewood | CO | 04/2025 | Present |
1. BAM ADVISORY GROUP; 165 SOUTH BOULEVARD, SUITE 424, LAKEWOOD, CO 80228; OWNER; GENERAL OVERSIGHT; START DATE 1/1/2011; APPROX. 20 HRS. PER MONTH; APPROX. $150,000 YEARLY COMPENSATION. Sales of Fixed, Indexed, of Life Insurance and Annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-27 |
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