Best Investors Account Sign in
Inactive

Dustin Kyle Schick

Evergreen Private Wealth

Greenwood Village, CO

Claim This Profile
Current Employers
Evergreen Private Wealth

7400 E Orchard Rd Ste 2500N, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-06-18
UT RA APPROVED 2024-06-14
TX RA APPROVED 2023-08-09
CO RA APPROVED 2023-02-17
  • AZ RA
    APPROVED
    Since 2024-06-18
  • UT RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED
    Since 2023-08-09
  • CO RA
    APPROVED
    Since 2023-02-17

Branch Locations

7400 E Orchard Rd Ste 2500N, Greenwood Village, CO 80111 • 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
Independent (Self-Employed) Parker CO 04/2017 01/2018
Fidelity Brokerage Services Llc Greenwood Village CO 01/2018 07/2020
Air Methods Corporation Englewood CO 08/2012 04/2017
Independent Financial Partners Tampa FL 07/2020 07/2023
Evergreen Private Wealth Llc Greenwood Village CO 01/2023 Present
  • 04/2017 → 01/2018
    Independent (Self-Employed)
    Parker, CO
  • 01/2018 → 07/2020
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 08/2012 → 04/2017
    Air Methods Corporation
    Englewood, CO
  • 07/2020 → 07/2023
    Independent Financial Partners
    Tampa, FL
  • 01/2023 → Present
    Evergreen Private Wealth Llc
    Greenwood Village, CO
Previous Registrations
  • 2020-07-02 → 2023-07-05
    Independent Financial Partners
    Greenwood Village, CO
    Tampa, FL
  • 2018-10-18 → 2020-07-06
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-21
  • S66 Uniform Combined State Law Examination
    2017-09-21
Designations
Other Names
  • Dustin Schick

View on SEC IAPD

Other Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC
MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
WESTERN WEALTH MANAGEMENT LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor