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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 06/2012 | 03/2019 |
| Woodbury Financial Services, Inc. | Boulder | CO | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Boulder | CO | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Boulder | CO | 01/2024 | 10/2024 |
| Lpl Financial | Boulder | CO | 10/2024 | Present |
1. 09/03/2024- AI Fiorello- Real Estate Services- Inv Rel- Start Date 06/01/1985 2. 09/03/2024- Alcor Financial Services- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 11/01/1999 3. 09/03/2024- Insurance- Insurance- Inv Rel- Start Date 11/01/1999
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-13 |
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