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Rachel Taylor Wilmot

Legacy Wealth Partners, LLC

Lakewood, CO

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Current Employers
Legacy Wealth Partners, Llc

215 Union Blvd. Suite 215, Lakewood, CO 80228 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-28
  • CO RA
    APPROVED
    Since 2026-05-28

Branch Locations

215 Union Blvd. Suite 215, Lakewood, CO 80228 • 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
Legacy Wealth Partners Lakewood CO 03/2024 Present
Charles Schwab Lone Tree CO 08/2022 01/2024
Lockheed Martin Littleston CO 08/2019 07/2022
Colorado State University Fort Collins CO 08/2018 05/2019
Lockheed Martin Littleton CO 06/2018 08/2018
Colorado State University Fort Collins CO 08/2017 05/2018
Janus Henderson Investors Denver CO 06/2017 08/2017
Colorado State University Fort Collins CO 05/2016 05/2017
  • 03/2024 → Present
    Legacy Wealth Partners
    Lakewood, CO
  • 08/2022 → 01/2024
    Charles Schwab
    Lone Tree, CO
  • 08/2019 → 07/2022
    Lockheed Martin
    Littleston, CO
  • 08/2018 → 05/2019
    Colorado State University
    Fort Collins, CO
  • 06/2018 → 08/2018
    Lockheed Martin
    Littleton, CO
  • 08/2017 → 05/2018
    Colorado State University
    Fort Collins, CO
  • 06/2017 → 08/2017
    Janus Henderson Investors
    Denver, CO
  • 05/2016 → 05/2017
    Colorado State University
    Fort Collins, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-30
  • S65 Uniform Investment Adviser Law Examination
    2024-10-30

View on SEC IAPD

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Other Offices

FINANCIAL SECURITY MANAGEMENT, INC · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
ALLSTATE FINANCIAL ADVISORS, LLC · Lakewood, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
WELLS FARGO CLEARING SERVICES, LLC · LAKEWOOD, CO
CETERA INVESTMENT ADVISERS LLC · LAKEWOOD, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKEWOOD, CO

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