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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-20 |
| CO | RA | APPROVED | 2025-01-02 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
3205 N Hancock Ave, Colorado Springs, CO 80907 • United States
3205 N Hancock Ave, Colorado Springs, CO 80907 • 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 |
|---|---|---|---|---|
| The Crestone Company | Colorado Springs | CO | 09/2001 | Present |
| Maverick Inc | Colorado Springs | CO | 09/2006 | Present |
| Intervest International Equities Corp | Colorado Springs | CO | 09/2011 | 05/2023 |
| Lpl Financial Llc | Colorado Springs | CO | 05/2023 | Present |
1) 05/10/2023 - The Crestone Company - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 0 Hrs per month. 2) 05/10/2023 - MAVERICK INC - Insurance Agency - Selling: TERM AND UL - CO, 80907, US - Investment related - 10 Hours per month - Start date: 06/09/2005. 3) 05/10/2023 - Crestone of colorado springs INC - Other-Business Entity - Non investment related - At reported business location(s) - 0 Hrs per month - Start date: 01/01/2019. 4) 05/10/2023 - Crestone Constructors DBA Crestone Roofing - ROOFING - Owner - Non investment related - At reported business location(s) - 10 Hrs per month - Start date: 01/01/2018.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-11 |
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