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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-05-30 |
| TX | RA | APPROVED_RES | 2023-05-26 |
Branch Locations
5251 Dtc Pkwy Ste 975, Greenwood Village, CO 80111 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
5251 Dtc Pkwy Ste 975, Greenwood Village, Co, CO 80111 • 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Colorado Springs | CO | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Colorado Springs | CO | 03/2017 | 02/2020 |
| Massmutual Life Insurance Co | Colorado Springs | CO | 07/2016 | 02/2020 |
| Woodbury Financial Services Inc | Colorado Springs | CO | 02/2020 | 05/2023 |
| Lpl Financial Llc | Greenwood Village | CO | 05/2023 | Present |
1)05/12/2023 - BLUE SKY WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hours per month - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-06 |
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