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215 Union Blvd. Suite 215, Lakewood, CO 80228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-03 |
Branch Locations
215 Union Blvd. Suite 215, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker Dealer Inc. | Tucson | AZ | 05/2017 | 05/2020 |
| Adp Llc. | Tucson | AZ | 05/2017 | 05/2020 |
| Catalyst Group Development | Tucson | AZ | 02/2017 | 04/2017 |
| Legacy Wealth Partners | Lakewood | CO | 11/2016 | 02/2017 |
| Mural | Tucson | AZ | 08/2016 | 11/2016 |
| Catalyst Group Development | Tucson | AZ | 05/2017 | 01/2025 |
| Aveo Capital Partners | Englewood | CO | 09/2020 | 04/2025 |
| Legacy Financial Partners | Greenwood Village | CO | 05/2020 | 09/2020 |
| Legacy Wealth Partners, Llc | Lakewood | CO | 03/2025 | Present |
~1) Legacy Wealth Partners, LLC; Investment-related; Lakewood, CO; Insurance Agency; Insurance Agent; Start date: 12/2020; Approximately 15 hours/month devoted to insurance activity with all hours/month during securities trading hours. Fixed Insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-19 |
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