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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED_RES | 2017-08-25 |
Branch Locations
32186 Castle Ct Ste 210, Evergreen, CO 80439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Evergreen | CO | 07/2010 | Present |
1. 5/31/2013: NON-VARIABLE INSURANCE - HUFF INSURANCE SERVICES - FIXED ANNUITIES, LIFE, HEALTH, DISABILITY AND LTC SALES. - TIME SPENT 50% - EVERGREEN, CO. 2. 8/15/2013: REAL ESTATE RENTAL - HUFF FAMILY HOLDINGS, LLC - 2 RENTAL PROPERTIES IN BLUFF, UTAH. RENTOR IS NOT A CUSTOMER OR ADVISOR OF ANOTHER B/D OR RIA. - TIME SPENT 1% - BLUFF, UT. 3. 02/27/2015 - YOUNGEVITY NUTRITIONAL PRODUCTS - OTHER - DIRECT SALES - TIME SPENT 10 HOURS PER MONTH - EVERGREEN, CO 4. 08/03/2016 * Huff Insurance & Financial Services * DBA for LPL Business (entity for LPL business) * INV REL * 3560 Evergreen Parkway, Suite 210 Evergreen, Colorado 80439 * Establishing this DBA to sell LPL Financial Securities business and non variable insurance products such as life, disability, long term care, health, and Medicare insurance * START 08/01/16 * 80 HRS/MO; 50 DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-13 |
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