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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-10 |
Branch Locations
100 Madison Street Suite 1300, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copic Companies | Denver | CO | 09/1999 | 09/2020 |
| Fortis Financial Group/Woodburyfinancial Services | Denver | CO | 01/2000 | 12/2023 |
| Cadaret, Grant & Co., Inc. | Denver | CO | 12/2023 | 07/2025 |
| Lpl Financial Llc | Denver | CO | 07/2025 | Present |
1 - 07/2025 - Real Estate Rental - Real Estate Rental - Inv Related - 2 Hours/Month - Marana, AZ - OBA Start Date: 05/05/2025. 2 - 07/2025 - Branch Creek Financial, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 120 Hours/Month - 120 Hour During Trading - Denver, CO - OBA Start Date: 04/15/2024, 3 - 07/2025 - Michael E Edwards, LUTCF - Non-Variable Insurance - Inv Related - 15 Hours/Month - 15 Hours During Trading - Denver, CO - OBA Start Date: 06/30/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-08 |
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