Brennan Paul Pate

Current Employers

Employment History

• 04/2006 → 03/2026
  Lpl Financial Llc
  Greenwood Village, CO
• 05/2014 → 12/2022
  Dodds Wealth Management Group
  Greenwood Village, CO
• 12/2022 → Present
  Dodds Wealth, Llc
  Greenwood Village, CO

Previous Registrations

• 2020-01-05 → 2023-05-15
  Dodds Wealth Management Group
  Greenwood Village, CO
  Englewood, CO
• 2013-06-20 → 2023-04-25
  Lpl Financial Llc
  La Jolla, CA
  Greenwood Village, CO

Other Businesses

1. 3/28/2018 - Dodds Wealth Management Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 03/01/2018 - 1 Hour Per Month During Securities Trading - I provide financial planning and consulting services through Dodds Wealth Management Group, an independent investment advisor firm. I started this business activity in 3/2018. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 2. 01/05/2023 - Dodds Wealth, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/03/2023 - 12 Hours Per Month/1 Hour During Securities Trading. 3. 01/19/2023 - Dodds Wealth LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 11/01/2022 - 90 Hours Per Month/5 Hours During Securities Trading - I provide investment advisory services through Dodds Wealth, LLC, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 90 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 05/08/2025 - Dodds Tax, LLC. - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:02/17/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2013-06-19

Designations