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4582 S. Ulster St. Suite 1400, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-28 |
| CO | RA | APPROVED | 2019-04-17 |
Branch Locations
4582 S Ulster Street Suite 1400, Denver, CO 80237 • UNITED STATES
4582 S. Ulster St. Suite 1400, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cherry Street Partners | Denver | CO | 06/1987 | 03/2020 |
| Paul Lambert, Inc | Denver | CO | 06/1987 | Present |
| Gill Capital Partners | Denver | CO | 04/2019 | Present |
| Apw Capital, Inc. | Denver | CO | 03/2007 | 04/2019 |
PAUL LAMBERT, INC.; INVESTMENT RELATED; 425 S. CHERRY ST, SUITE 900, DENVER, CO 80246; PRESIDENT; SINCE JUNE 1987; 80 HRS PER MONTH, ALL DURING TRADING HOURS; PROVIDE CONSULTING IN THE AREAS OF FINANCIAL PLANNING, RETIREMENT PLANNING, EMPLOYEE BENEFITS PLANNING, EXECUTIVE COMPENSATION PLANNING, BUSINESS CONSULTING/SUCCESSION AND EXIT PLANNING, PORTFOLIO MANAGEMENT. W STREET, LLC; NON INVESTMENT-RELATED; MEMBER/PASSIVE INVESTOR IN POOLED INVESTMENT; SINCE SEPTEMBER 2019; 1.25 HOURS PER MONTH, ALL DURING TRADING HOURS; MEMBER AND PASSIVE INVESTOR IN POOLED INVESTMENT SET UP TO PURCHASE A PRESCHOOL AND REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-09-17 |
| S66 | Uniform Combined State Law Examination | 2003-06-02 |
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