Unclaimed Profile

Dennis Weston Lloyd

COLUMBIA CAPITAL MANAGEMENT, LLC·OVERLAND PARK, Kansas

Series 50, Series 52, Series 53, Series 54, Series 63, Series 65Clean record11 years registeredCOLUMBIA CAPITAL MANAGEMENT, LLC

6330 LAMAR AVENUE, OVERLAND PARK, KS 66202CRD# 1812374Firm CRD# 112773

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dennis Weston Lloyd · OVERLAND PARK, KS

Registration

CRD #1812374 · COLUMBIA CAPITAL MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COLUMBIA CAPITAL MANAGEMENT, LLC

COLUMBIA CAPITAL MANAGEMENT, LLC

Jul 2015 – Dec 2022

MERRIAM, KS

Registrations & Exams

FINRA examinations passed

Series 50

Series 52

Series 53

Series 54

Series 63

Series 65

Registration record

First registered · July 21, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLUMBIA CAPITAL MANAGEMENT, LLC

CRD 112773 · SEC 801-55499

AUM

$1.7B

Regulatory assets under management

Employees

90 client accounts

Services offered by COLUMBIA CAPITAL MANAGEMENT, LLC

Per Form ADV

Selection of other advisers

Other

View all advisors at COLUMBIA CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Dennis Weston Lloyd offer?

Dennis Weston Lloyd specializes in Wealth Management.

What are Dennis Weston Lloyd's credentials?

Dennis Weston Lloyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dennis Weston Lloyd located?

Dennis Weston Lloyd is based in OVERLAND PARK, Kansas, last registered with COLUMBIA CAPITAL MANAGEMENT, LLC.

How does Dennis Weston Lloyd charge for services?

Dennis Weston Lloyd's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLUMBIA CAPITAL MANAGEMENT, LLC?

COLUMBIA CAPITAL MANAGEMENT, LLC has approximately 15 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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