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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED | 2025-02-20 |
| WY | RA | APPROVED | 2025-02-20 |
Branch Locations
5420 Yellowstone Road #3, Cheyenne, WY 82009 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1711 61St Avenue, Suite 200, Greeley, CO 80634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Greeley | CO | 07/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Greeley | CO | 03/2020 | 02/2025 |
| Lpl Financial Llc | Greeley | CO | 02/2025 | Present |
1 - 01/2025 - Legacy Premier Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 20 Hours/Month - 1 Hour During Trading - At reported business location(s). 2 - 01/2025 - Legacy Holdings, Inc. - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 20 Hours/Month - 1 Hour During Trading - OBA Start Date: 07/05/2012.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-10 |
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