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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2012-07-30 |
Branch Locations
2149 Fremont Dr. Credit Union Of Colorado, Canon City, CO 81212 • United States
3609 Austin Bluffs Pkwy Ste 31 Credit Union Of Colorado, Colorado Springs, CO 80918 • United States
1721 Highway 50 West, Pueblo, CO 81008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Pueblo | CO | 09/2010 | Present |
(1) 08/12/2010: PHIL BROWN FINANCIAL SERVICES - 1721 HIGHWAY 50 WEST, PUEBLO, CO 81008 - NON-VARIABLE INSURANCE DBA (2) 9/23/2010: COLORADO FINANCIAL PARTNERS, LLC INDEPENDENT FINAN - INV REL - 1721 HIGHWAY 50 WEST, PUEBLO, CO 81008 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) (3) 9/23/2010: INVESTMENT CENTER LOCATED AT CREDIT UNION OF COLORADO - - INV REL - 1721 HIGHWAY 50 WEST, PUEBLO, CO 81008 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) (4) 02/07/2014: COLORADO WEALTH MANAGEMENT LLC - FOR ACCOUNTING PURPOSES ONLY - THE PURPOSE OF THE LLC IS TO LIMIT ANY PERSONAL LIABILTY I MIGHT HAVE AND TO CREATE TAX ADVANTAGES. - TIME SPENT 5% (5) 07/07/2014: NO BUSINESS NAME - INV REL - 2670 HYACINTH ST PUEBLO CO 81005 - REAL ESTATE RENTAL - START 06/25/2014 - 5 HR/MO NONE DURING SECS TRDG HRS - RENTING FORMER RESIDENCE L
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-26 |
| S65 | Uniform Investment Adviser Law Examination | 2002-11-27 |
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