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Advisor at LEGACY WEALTH PARTNERS, LLC
LAKEWOOD, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LEGACY WEALTH PARTNERS, LLC | Independent wealth | Mar 3, 2025 | n/a | yes | LAKEWOOD, CO | Current employment |
| AVEO CAPITAL PARTNERS, LLC | Former SEC adviser | Mar 2, 2022 | Apr 1, 2025 | no | ENGLEWOOD, CO|Lakewood, CO | Previous registration |
| MILLENNIAL WEALTH MANAGEMENT, LLC | State registered | Jun 9, 2021 | Feb 22, 2022 | no | BROOMFIELD, CO | Previous registration |
| INNOVEST PORTFOLIO SOLUTIONS LLC | No RAUM reported | Sep 16, 2016 | Jun 8, 2021 | no | DENVER, CO | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 15, 2015 | Sep 1, 2016 | no | GREENWOOD VILLAGE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVEO CAPITAL PARTNERS, LLC | LEGACY WEALTH PARTNERS, LLC | Apr 1, 2025 | Mar 3, 2025 | -29 | Firm change | RIA to new firm |
| MILLENNIAL WEALTH MANAGEMENT, LLC | AVEO CAPITAL PARTNERS, LLC | Feb 22, 2022 | Mar 2, 2022 | 8 | Firm change | Other |
| INNOVEST PORTFOLIO SOLUTIONS LLC | MILLENNIAL WEALTH MANAGEMENT, LLC | Jun 8, 2021 | Jun 9, 2021 | 1 | Firm change | Other |
| STRATEGIC ADVISERS LLC | INNOVEST PORTFOLIO SOLUTIONS LLC | Sep 1, 2016 | Sep 16, 2016 | 15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 157728:333032:CO:2025-04-01 | Apr 1, 2025 | Mar 3, 2025 | LAKEWOOD, CO | Firm change |