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215 Union Blvd. Suite 215, Lakewood, CO 80228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-03 |
Branch Locations
215 Union Blvd. Suite 215, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovest Portfolio Solutions, Llc | Denver | CO | 09/2016 | 05/2021 |
| Millennial Wealth Management, Llc | Broomfield | CO | 05/2021 | 02/2022 |
| Aveo Capital Partners, Llc | Englewood | CO | 03/2022 | 04/2025 |
| Legacy Wealth Partners, Llc | Lakewood | CO | 03/2025 | Present |
~1) Legacy Wealth Partners, LLC; Investment-related; Lakewood, CO; Insurance Agency; Insurance Agent; Start 04/2022; Approximately 15 hours/month devoted to insurance activity with all hours/month during securities trading hours. Fixed Insurance including, but not limited to, Life Insurance, Disability Insurance, and Non-variable Annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-27 |
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