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Inactive

Jodie Lynn Wilson

Evergreen Private Wealth

Greenwood Village, CO

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Current Employers
Evergreen Private Wealth

7400 E Orchard Rd Ste 2500N, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-02-11
CO RA APPROVED 2025-02-05
TX RA APPROVED 2025-02-05
UT RA APPROVED 2025-02-05
  • AZ RA
    APPROVED
    Since 2025-02-11
  • CO RA
    APPROVED
    Since 2025-02-05
  • TX RA
    APPROVED
    Since 2025-02-05
  • UT RA
    APPROVED
    Since 2025-02-05

Branch Locations

7400 E Orchard Rd Ste 2500N, Greenwood Village, CO 80111 • 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
University Of Denver Denver CO 09/2015 10/2022
Charles Schwab & Co., Inc. Lone Tree CO 03/2023 05/2024
Unemployed Englewood CO 10/2022 03/2023
Think 360 Arts For Learning Denver CO 05/2020 Present
Evergreen Private Wealth Llc Greenwood Village CO 01/2025 Present
Evergreen Private Wealth Llc Greenwood Village CO 01/2025 Present
  • 09/2015 → 10/2022
    University Of Denver
    Denver, CO
  • 03/2023 → 05/2024
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 10/2022 → 03/2023
    Unemployed
    Englewood, CO
  • 05/2020 → Present
    Think 360 Arts For Learning
    Denver, CO
  • 01/2025 → Present
    Evergreen Private Wealth Llc
    Greenwood Village, CO
  • 01/2025 → Present
    Evergreen Private Wealth Llc
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-24
S63 Uniform Securities Agent State Law Examination 2023-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-24
  • S63 Uniform Securities Agent State Law Examination
    2023-09-20
Other Names
  • Jodie L Bennett

View on SEC IAPD

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Other Investors

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JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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