Justin Rowe Byrd

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-01-01

CO RA
APPROVED

Since 2025-01-01

Branch Locations

Parker, CO • United States

5251 Dtc Pkwy Ste 1045, Greenwood Village, CO 80111 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
New York Life Insurance Co	Arvada	CO	01/2014	12/2017
Nylife Securities Llc	Arvada	CO	02/2014	12/2017
Arapahoe High School	Centennial	CO	05/2014	02/2017
Mml Investors Services, Llc	Greenwood Village	CO	01/2018	03/2020
Massachusetts Mutual Life Insurance Company	Greenwood Village	CO	01/2018	03/2020
Lpl Financial, Llc	Greenwood Village	CO	03/2020	Present

01/2014 → 12/2017

New York Life Insurance Co

Arvada, CO
02/2014 → 12/2017

Nylife Securities Llc

Arvada, CO
05/2014 → 02/2017

Arapahoe High School

Centennial, CO
01/2018 → 03/2020

Mml Investors Services, Llc

Greenwood Village, CO
01/2018 → 03/2020

Massachusetts Mutual Life Insurance Company

Greenwood Village, CO
03/2020 → Present

Lpl Financial, Llc

Greenwood Village, CO

Other Businesses

1) 03/06/2020 -Business Entity For Tax/Investment Purposes Only - Blue Field, LLC - NOT INVESTMENT RELATED - PARKER, CO 80134 - Start Date:10/2019 - 0%. 2) 03/06/2020 - Outside/W-2 Employment - PREACHER JUSTIN BYRD - -NOT INVESTMENT RELATED - DENVER, CO - Start Date:11/2018 - 6HRS/MO 0HRS DURING TRADING. 3)03/06/2020 - DBA for LPL Business (entity for LPL business) - Financial Dynamics, LLC - 100% - INVESTMENT RELATED - GREENWOOD VILLAGE, CO 80111. 4) 9/1/2021 - Cavalier Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/16/2020 - 20 Hours Per Month During Securities Trading - Selling Life, Disability, Long term care and disability. 5) 03/08/2022- Cavalier Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/10/2021 - 10 Hours Per Month/10 Hours During Securities Trading. 6) 06/30/2022 - Western Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/15/2022 - 40 Hours Per Month/ 10 Hours During Securities Trading. 7) 09/15/2025 - Byrd Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:09/10/2025 - 40 Hrs/Mth - 40 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-22

S66 Uniform Combined State Law Examination

2021-01-22

View on SEC IAPD