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Terry Edward Lambert

Tailored Tax And Wealth

Parker, CO

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Current Employers
Tailored Tax And Wealth

Parker, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-11
  • CO RA
    APPROVED
    Since 2025-07-11

Branch Locations

Parker, CO • 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
Department Of Treasury Denver CO 09/2020 04/2025
Charles Schwab Lone Tree CO 09/2016 09/2020
Whitewave Foods Denver CO 05/2016 09/2016
Tailored Tax And Wealth, Llc Parker CO 04/2025 Present
  • 09/2020 → 04/2025
    Department Of Treasury
    Denver, CO
  • 09/2016 → 09/2020
    Charles Schwab
    Lone Tree, CO
  • 05/2016 → 09/2016
    Whitewave Foods
    Denver, CO
  • 04/2025 → Present
    Tailored Tax And Wealth, Llc
    Parker, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-21
  • S65 Uniform Investment Adviser Law Examination
    2025-05-21

View on SEC IAPD

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