LIFETIME WEALTH PRIVATE CLIENT EXPERIENCE, INC.
Legal name: CEDRUS
CRD #111842 SEC #801-100457 LITTLETON, CO (855) 724-2150
SEC Registered
Total AUM
$146.5M
Discretionary
$0
Employees
6
Clients
51
Accounts
374
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 22, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DONAHUE, JOSEPH, MICHAEL | I | COO | NA | |
| DONAHUE, JOSEPH, MICHAEL | I | COO | NA | |
| DONAHUE, JOSEPH, MICHAEL | I | COO | NA | |
| FAWCETT, JEREMY, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, JOHN, RICHARD | I | EXECUTIVE VICE PRESIDENT, SECRETARY | NA | Control |
| KELLY, JOHN, RICHARD | I | EXECUTIVE VICE PRESIDENT, SECRETARY | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, III, JOHN, ALEXANDER | I | PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| TSUKAMAKI, BRUCE, DOUGLAS | I | VICE PRESIDENT, TREASURER, CFONA | NA | |
| TSUKAMAKI, BRUCE, DOUGLAS | I | VICE PRESIDENT, TREASURER, CFONA | NA | |
| TSUKAMAKI, BRUCE, DOUGLAS | I | VICE PRESIDENT, TREASURER, CFONA | NA | |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| J. SCOTT HOLDINGS CORP. | DE | PARENT COMPANY | E | Control |
| SCOTT, JOHN, ALEXANDER | I | PRESIDENT, CEO, DIRECTOR | E | Control |
| SCOTT, JOHN, ALEXANDER | I | PRESIDENT, CEO, DIRECTOR | E | Control |
| SCOTT, JOHN, ALEXANDER | I | PRESIDENT, CEO, DIRECTOR | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | E | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | E | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | E | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | E | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | E | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | E | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | E | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | E | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | E | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | E | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | E | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | C | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | C | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | C | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | C | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | C | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | C | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | C | Control |
| SCOTT, III, JOHN, ALEXANDER | I | J SCOTT HOLDINGS CORP. | C | Control |
Registrations
Federal
IA
Jan 22, 2019 REGISTERED
Notice Filings (29)
AK AL AZ CA CO CT DC FL IA IL KS MA MD ME MI MN MO MS NC NE NJ NV NY OK PA TN TX VA WA
Address
10106 W. SAN JUAN WAYSUITE 200
LITTLETON, CO 80127
United States
Phone: (855) 724-2150