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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-24 |
| CO | RA | APPROVED | 2017-04-21 |
Branch Locations
6385 Corporate Dr # 205, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Colorado Springs | CO | 06/2008 | Present |
1. 5/23/2017 - Asbury Wealth Partners, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 07/01/2017 - 45 Hours Per Month/33 Hours During Securities Trading. 2. 3/20/2019 - Thomas MacLaren Charter School - Not Investment Related - 1702 N Murray Blvd, Colorado Springs, CO 80915 - Other-Basketball Coach - Started 08/31/2018 - 20 Hours Per Month/0 Hours During Securities Trading - Girls Varsity Basketball Coach. 3. 11/28/2022 - Orca Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/01/2022 - 60 Hours Per Month/2 Hours During Securities Trading 4. 3/15/2023 - Clear Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/15/2023 - 0 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-27 |
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