Lynda Diane Gregory

Employer firm

Boulder Canyon Financial CRD 310148

$20.5M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2004 → 03/2017
  Charles Schwab & Co
  Boulder, CO
• 09/2005 → 03/2017
  Charles Schwab Bank
  Boulder, CO
• 01/2009 → Present
  Reefs To Rockies
  Denver, CO
• 02/2016 → 12/2017
  Wild Road Campers
  Lafayette, CO
• 11/2017 → 12/2017
  Bsw Wealth Partners
  Boulder, CO
• 01/2018 → Present
  Bsw Wealth Partners
  Boulder, CO
• 07/2020 → Present
  Boulder Canyon Financial Partners, Llc
  Lafayette, CO

Previous Registrations

• 2018-03-07 → 2020-06-15
  Bsw Wealth Partners
  Boulder, CO
• 2005-08-12 → 2017-03-20
  Charles Schwab & Co., Inc.
  Boulder, CO
  Boulder, CO
• 2001-02-27 → 2004-05-10
  New England Securities
  Denver, CO

Other Businesses

REEFS TO ROCKIES-CO-OWNER, SILENT PARTNER-ORGANIZE TRAVEL PLANS FOR GROUPS.START DATE 01/01/2009 LOCATED AT DENVER CO 80207. THE COMPANY CUSTOMIZES ITINERARIES FOR GROUPS OF INDIVIDUALS FOR THE PURPOSE OF TRAVELING SUSTAINABLY TO BIOIVERSE HOTSPOTS. WORK LESS THEN 20 HRS A MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2000-01-31
• S63 Uniform Securities Agent State Law Examination
  2000-01-12

Designations

• Certified Financial Planner

Other Names

• Lynda Gregory