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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-01-12 |
| CO | RA | APPROVED | 2006-09-08 |
Branch Locations
1426 Pearl Street, Ste. 200, Boulder, CO 80302 • United States
Boulder, CO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial (Formerly: Linsco Private Ledger) | Boulder | CO | 01/2005 | Present |
1. 10/19/2023 - Real Estate Rental - Owner - Investment Related - Boulder, CO - Start Date 09/01/2022 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-11 |
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