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Zachary Ryan Frey

LPl Financial LLC

Greenwood Village, CO

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-10-08
  • CO RA
    APPROVED
    Since 2023-10-08

Branch Locations

5251 Dtc Pkwy Ste 975, 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
Lpl Financial Llc Greenwood Village CO 08/2023 Present
Cadeau College Planning Lone Tree CO 10/2020 08/2023
Allstate Insurance Lone Tree CO 05/2016 10/2020
  • 08/2023 → Present
    Lpl Financial Llc
    Greenwood Village, CO
  • 10/2020 → 08/2023
    Cadeau College Planning
    Lone Tree, CO
  • 05/2016 → 10/2020
    Allstate Insurance
    Lone Tree, CO
Other Businesses

1) 07/2023 - BLUE SKY WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-03
  • S66 Uniform Combined State Law Examination
    2023-10-03
Other Names
  • Zachary Ryan Frey
  • Zachary Frey

View on SEC IAPD

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CONCURRENT INVESTMENT ADVISORS, LLC
GENEOS WEALTH MANAGEMENT, INC.

Other Investors

BRENNAN PAUL PATE
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
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO
CONCURRENT INVESTMENT ADVISORS, LLC · Greenwood Village, CO

More in Greenwood Village, CO

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