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LS

Linda Skidmore-roth

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CRD#: 6233346
LS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Linda Skidmore-roth, who also goes by Linda Eaves, Linda Roth, Linda Skidmore, Linda Carlene Skidmore-roth, was a registered financial professional .

Linda is a previously registered financial professional and started their career in finance in 2013. Linda had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Linda Eaves | Linda Roth | Linda Skidmore | Linda Carlene Skidmore-Roth

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 16, 2015 - June 3, 2019

ORCHARD WEALTH STRATEGIES, LLC

RIA
CRD#: 222530
GREENWOOD VILLAGE, CO
Past

January 14, 2014 - March 30, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GREENWOOD VILLAGE, CO
Past

November 12, 2013 - March 30, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/13/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


OW
ORCHARD WEALTH STRATEGIES, LLC
ORCHARD WEALTH STRATEGIES, LLC

CRD#: 222530 / SEC#:

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Contact information


Main Address
Greenwood Village, CO
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ORCHARD WEALTH STRATEGIES, LLC

CRD#: 222530

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