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7400 E Orchard Rd Ste 2500N, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-30 |
| UT | RA | APPROVED | 2024-06-14 |
| AZ | RA | APPROVED | 2023-08-18 |
| TX | RA | APPROVED | 2023-02-17 |
Branch Locations
7400 E Orchard Rd Ste 2500N, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 12/2013 | 10/2016 |
| Bank Of America, N.A. | Greenwood Village | CO | 05/2014 | 09/2016 |
| Lpl Financial, Llc | Denver | CO | 06/2016 | 08/2019 |
| Global Retirement Partners, Llc | Greenwood Village | CO | 10/2016 | 08/2019 |
| Ifp Securities, Llc | Tampa | FL | 08/2019 | 08/2020 |
| Independent Financial Partners | Greenwood Village | FL | 08/2019 | 07/2023 |
| Evergreen Private Wealth Llc | Greenwood Village | CO | 12/2022 | Present |
(1) Rental Property - Investment Related - 17576 W. Dalea Dr, Goodyear, AZ 85338-5872 - Start 07/01/2010 - 1% Time Spent - Owner (2) Evergreen Private Wealth - DBA; Investment Related; 7400 E. Orchard Rd, Ste 2500N, Greenwood Village, CO 80111; Evergreen is a DBA, financial planning business; Owner; 8/5/19; 100 hrs/month; 20hrs during trading (3) I own a rental house that is being managed by a property manager. No commission received.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-07 |
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