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1849 Cherry St. Unit 16, Louisville, CO 80027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-07 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Boulder | CO | 05/2017 | 07/2025 |
| Wells Fargo | Denver | CO | 10/2016 | 05/2017 |
| Conscious Construction | Boulder | CO | 01/2014 | 10/2016 |
| Charles Schwab Bank | Boulder | CO | 10/2019 | 07/2025 |
| U.S. Bank | Denver | CO | 08/2025 | 03/2026 |
| U.S. Bancorp Investments, Inc. | Denver | CO | 09/2025 | 02/2026 |
| Lpl Financial Dba Varra Financial Associates | Louisville | CO | 04/2026 | Present |
| Varra Wealth Management Llc D/B/A Varra Financial | Louisville | CO | 04/2026 | Present |
1) 2026-04-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Varra Financial - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-03-30 - 0hrs/mth - 0hrs/mth during trading 2) 2026-04-06 - Notary - Notary - Y - at reported business location(s) - 2026-03-30 - 0hrs/mth - 0hrs/mth during trading 3) 2026-04-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Varra Financial Associates - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-03-30 - 0hrs/mth - 0hrs/mth during trading 4) 2026-05-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Varra Wealth Management LLC - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-03-30 - 0hrs/mth - 0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-25 |
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