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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-16 |
| CO | RA | APPROVED | 2020-01-15 |
Branch Locations
2373 Central Park Blvd #100, Denver, CO 80238 • United States
300 Interlocken Crescent Ste 350, Broomfield, CO 80021 • United States
1600 Broadway Ste 1600, Denver, CO 80202 • United States
102 S Tejon St, Ste 1100, Colorado Springs, CO 80903 • United States
3190 S Vaughn Way, Ste 550, Aurora, CO 80014 • United States
8354 Northfield Blvd, Bldg G, Suite 3700, Denver, CO 80238 • United States
9800 Mount Pyramid Crt Sute 400, Englewood, CO 80112 • United States
4770 Baseline Rd Ste 200, Boulder, CO 80303 • United States
1745 Shea Ctr Dr 4Th Flr, Highlands Ranch, CO 80129 • United States
6212 S Fiddlers Green Cir Suite 300E, Greenwood Village, CO 80111 • United States
1755 Telstar Dr Ste 300, Colorado Springs, CO 80920 • United States
1400 16Th St Ste 400, Denver, CO 80202 • United States
720 S Colorado Blvd Penthse N, Denver, CO 80246 • United States
200 Union Blvd Ste 200, Lakewood, CO 80228 • United States
10233 S Parker Rd. Ste 300, Parker, CO 80134 • United States
8310 S Valley Hwy, 3Rd Fl, Englewood, CO 80112 • 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 |
|---|---|---|---|---|
| Securities America, Inc. | Aurora | CO | 06/2008 | 01/2020 |
| Securities America Advisors, Inc. | Aurora | CO | 01/2020 | 01/2020 |
| Lpl Financial Llc | Denver | CO | 01/2020 | Present |
1) 01/07/2020 - LATITUDE FINANCIAL GROUP LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2008 - 60 hr/mth 2)01/07/2020 - DANIEL L. GROTE - Non-Variable Insurance - inv rel - at reported business location(s) - start: 11/2017 - 3 hr/mth 3)Non-Variable Insurance - inv rel - at reported business location(s) - start: 01/2002 - 72 hr/mth 4)01/07/2020 - Uber/Lyft - non-inv rel - Aurora, CO - start: 05/2019 - 6 hr/mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 2004-02-20 |
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