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165 South Union Blvd Suite 675, Lakewood, CO 80228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-26 |
Branch Locations
165 South Union Blvd Suite 675, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Greenwood Village | CO | 10/2023 | 05/2025 |
| Vino Beano | Tallahassee | FL | 01/2023 | 09/2023 |
| Land Crafters | Littleton | CO | 05/2023 | 08/2023 |
| Lariat Lodge Brewing Company | Littleton | CO | 07/2019 | 05/2021 |
| Tamale Kitchen | Littleton | CO | 08/2018 | 04/2019 |
| Taco Bell | Littleton | CO | 05/2017 | 01/2018 |
| Chatfield Senior Highschool | Littleton | CO | 06/2015 | 08/2020 |
| Florida State University | Tallahassee | FL | 08/2020 | 05/2024 |
| Creativeone Wealth, Llc | Overland Park | KS | 05/2025 | 09/2025 |
| Bam Wealth Management Llc | Lakewood | CO | 05/2025 | Present |
1. BAM Advisory Group; Investment related: Yes; 165 S. Union Blvd, Suite 675 Lakewood, CO 80228; Life Insurance/Annuities; Start date: 05/22/2025; 80 hours/month all during trading hours; Assists with financial advising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-04 |
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