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8744 Kendrick Castillo Way Suite 100, Highlands Ranch, CO 80129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-03 |
Branch Locations
8744 Lucent Blvd Suite 100, Highlands Ranch, CO 80126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 07/2022 | Present |
| Student | Lynchburg | VA | 08/2002 | 05/2018 |
| Ced (Consolidated Electrical Distributors) | Denver | CO | 05/2019 | 04/2020 |
| Uber | Denver | CO | 05/2020 | 10/2020 |
| Lord And Richards Wealth Management, Llc | Highlands Ranch | CO | 01/2024 | Present |
| Lord And Richards | Highlands Ranch | CO | 10/2020 | Present |
| Valley Country Club | Centennial | CO | 07/2018 | 04/2019 |
| Chick-Fil-A | Midlothian | VA | 04/2013 | 08/2017 |
licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-27 |
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