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8744 Kendrick Castillo Way Suite 100, Highlands Ranch, CO 80129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-22 |
Branch Locations
8744 Kendrick Castillo Way Suite 100, Highlands Ranch, CO 80129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities | Baltimore | MD | 02/2006 | 08/2017 |
| Santander Bank, Na | Boston | MA | 08/2017 | 05/2019 |
| Santander Securities, Llc | Boston | MA | 08/2017 | 05/2019 |
| Lpl Financial Llc | Mount Joy | PA | 06/2019 | 03/2022 |
| Northwest Bank | Mount Joy | PA | 05/2019 | 03/2022 |
| Strategic Wealth Designers | Louisville | KY | 03/2022 | 03/2024 |
| Lord And Richards Wealth Management, Llc | Highlands Ranch | CO | 04/2024 | Present |
| Lord And Richards Wealth Management, Llc | Highlands Ranch | CO | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-07 |
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