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8744 Kendrick Castillo Way Suite 100, Highlands Ranch, CO 80129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-05 |
| CO | RA | APPROVED | 2024-01-08 |
Branch Locations
8744 Lucent Blvd Suite 100, Highlands Ranchv, CO 80126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lord And Richards, Inc. | Englewood | CO | 08/2013 | Present |
| Brookstone Capital Management, Llc | Wheaton | IL | 07/2014 | 11/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2017 | Present |
| Lord And Richards Wealth Management, Llc | Highlands Ranch | CO | 01/2024 | Present |
President of non-profit Foundation for Global Education President of non-profit Financial Independence University Pastor/Elder of Inspire Church of Denver 1. LORD AND RICHARDS, INC; INVESTMENT RELATED; 8744 LUCENT BLVD. SUITE 100, HIGHLANDS RANCH, CO 80129; INSURANCE AND INVESTMENT; OWNER, PRESIDENT; START DATE 8/5/2013; 160 HRS/MONTH, 160 HRS DURING TRADING; INSURANCE SALES. 2. VERITAS PARTNERS, LLC; NOT INVESTMENT RELATED; 1745 SHEA CENTER DRIVE, SUITE 340, HIGHLANDS RANCH, CO 80129; CONNECTING BUYERS AND PURCHASERS OF FINANCIAL BUSINESSES; FOUNDER/MEMBER; 9/22/20; 4 HRS/MONTH; 2 HRS DURING TRADING; IDENTIFY FINANCIAL PRACTICES FOR SALE AND OFFER TO PROSPECTIVE BUYERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-11 |
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