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Benjamin Patrick Sherlock

Credentialed Wealth Advisors, LLC

Johnstown, CO

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Current Employers
Credentialed Wealth Advisors, Llc

3 South Parish Avenue, Johnstown, CO 80534 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-03
  • CO RA
    APPROVED
    Since 2025-03-03

Branch Locations

3 South Parish Avenue, Johnstown, CO 80534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 09/2010 02/2025
Credentialed Wealth Advisors, Llc Johnstown CO 03/2025 Present
Previous Registrations
  • 2010-11-15 → 2025-03-07
    Edward Jones
    Loveland, CO
    St Louis, MO
    Loveland, CO
    Denver, CO
    St Louis, MO
    Loveland, CO
    Tempe, AZ
    Loveland, CO
    Evergreen, CO
    Buckeye, AZ
    Berthoud, CO
    Buckeye, AZ
    Buckeye, AZ
    Johnstown, CO
    Berthoud, CO
    St Louis, MO
    Bellevue, NE
    St. Louis, MO
    Berthoud, CO
    Sedalia, MO
    Amarillo, TX
    Maryland Heights, MO
    Franklin, IN
    Denver, CO
    Lansing, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-12
  • S66 Uniform Combined State Law Examination
    2010-11-12
Other Names
  • Benjamin Sherlock

View on SEC IAPD

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WESTERN WEALTH MANAGEMENT LLC
MORGAN STANLEY
AE WEALTH MANAGEMENT, LLC

Other Investors

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Randall Robert Hooker
Eustis Gerard Habighorst
JOSHUA ROBERT MILLER
Brian Philip Alan Estep
NATHAN ANDREW SLOAN
RYAN LEE MOHRMANN
Christian Michael Royden Dane

Other Offices

EDWARD JONES · JOHNSTOWN, CO
U.S. BANCORP ADVISORS, LLC · Johnstown, CO
LIDO · Johnstown, CO
THRIVENT INVESTMENT MANAGEMENT INC. · JOHNSTOWN, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Johnstown, CO
WESTERN WEALTH MANAGEMENT LLC · JOHNSTOWN, CO
MORGAN STANLEY · Loveland, CO
AE WEALTH MANAGEMENT, LLC · Loveland, CO

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