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Evan Tyler Sharpless

Osaic Institutions, Inc.

Greeley, CO

Fort Collins, CO

Longmont, CO

Timnath, CO

Westminster, CO

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-06-27
  • CO RA
    APPROVED
    Since 2024-06-27

Branch Locations

4118 Centerplace Drive, Suite 848, Greeley, CO 80634 • United States

1526 E Harmony Road Suite 130, Fort Collins, CO 80525 • United States

1250 S Hover St #200, Longmont, CO 80501 • United States

4625 Weitzel Street, Timnath, CO 80547 • United States

8851 Harlan Street, Westminster, CO 80031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Lone Tree CO 05/2022 03/2024
Valley Country Club Aurora CO 05/2015 04/2022
University Of Colorado At Boulder Boulder CO 08/2016 05/2020
Luxottica Group/Oakley Broomfield CO 07/2018 01/2021
Re/Max Alliance Boulder CO 07/2018 09/2018
Osaic Institutions, Inc. Meriden CT 03/2024 Present
Bellco Credit Union Westminister CO 03/2024 Present
  • 05/2022 → 03/2024
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 05/2015 → 04/2022
    Valley Country Club
    Aurora, CO
  • 08/2016 → 05/2020
    University Of Colorado At Boulder
    Boulder, CO
  • 07/2018 → 01/2021
    Luxottica Group/Oakley
    Broomfield, CO
  • 07/2018 → 09/2018
    Re/Max Alliance
    Boulder, CO
  • 03/2024 → Present
    Osaic Institutions, Inc.
    Meriden, CT
  • 03/2024 → Present
    Bellco Credit Union
    Westminister, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-26
S63 Uniform Securities Agent State Law Examination 2022-12-27
  • S66 Uniform Combined State Law Examination
    2024-06-26
  • S63 Uniform Securities Agent State Law Examination
    2022-12-27
Other Names
  • Evan T. Sharpless
  • Evan Sharpless

View on SEC IAPD

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