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1849 Cherry St. Unit 16, Louisville, CO 80027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-04 |
Branch Locations
1849 Cherry St. Unit 16, Louisville, CO 80027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise | Thornton | CO | 06/2013 | 03/2017 |
| Transamerica | Denver | CO | 03/2017 | 10/2024 |
| Lpl Financial Llc | Louisville | CO | 10/2024 | Present |
| Varra Wealth Management Llc D/B/A Varra Financial | Louisville | CO | 01/2025 | Present |
1) 10/2024 - Present: Varra Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/15/2024 - 10 Hours Per Month/ 10 hours During Trading. 2) 02/10/2025 - Varra Wealth Management LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date: 01/03/2025 -150 Hrs/Mth - 150 Hrs During Trading.I provide investment advisory services through Varra Wealth Management, an independent investment advisor firm. I started this business activity in 01/2025. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-23 |
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