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Scholar Financial Advising, LLC CRD 298968
226 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
380 Knollwood Street Suite 410, Winston-Salem, NC 27103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-28 |
| TX | RA | APPROVED | 2024-01-25 |
Branch Locations
380 Knollwood Street Suite 410, Winston-Salem, NC 27103 • United States
Westminster, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Thornton | CO | 07/2013 | 03/2017 |
| U.S. Bancorp Investments, Inc. | Broomfield | CO | 04/2017 | 02/2019 |
| Securities America, Inc. | Westminster | CO | 03/2019 | 05/2022 |
| Townsend Retirement | Westminster | CO | 03/2019 | 05/2022 |
| Origin Financial | Boston | MA | 06/2022 | 12/2023 |
| Cheshire Financial Services | Westminster | CO | 06/2022 | Present |
| Level 10 Cfo | Lakewood | CO | 07/2020 | Present |
| Scholar Financial Advising | Westminster | CO | 11/2023 | Present |
CHESHIRE FINANCIAL SERVICES not investment-related private residence in Westminster, CO tax preparation and bookkeeping Owner 06/2022 5 hours per month 0 hours during trading Prepare income and payroll tax returns, provide bookkeeping services to one client LEVEL 10 CFO not investment-related Lakewood, CO Outsourced CFO Services Contractor 07/2020 4 hours per month 0 hours during trading Prepare income tax returns DEREK CHESHIRE investment-related private residence in Westminster, CO insurance sales Licensed Insurance Agent 10/03/2013 0 hours per month 0 hours during trading Licensed, but not actively selling
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-05 |
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