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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-10 |
| CO | RA | APPROVED | 2023-02-22 |
Branch Locations
4430 Arapahoe Ave Ste 210, Boulder, CO 80303-1100 • United States
14143 Denver West Pkwy Ste 450, Golden, CO 80401 • United States
4643 S Ulster Street Suite 550, Denver, CO 80237 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Denver | CO | 11/2005 | Present |
| Meridian Wealth Management Llc | Denver | CO | 05/2012 | Present |
(1) 1/11/2007 - DBA ONLY - MERIDIAN WEALTH MANAGEMENT - DENVER, CO. (2) 4/12/2018 - Colorado Brokerage Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2015 - 1 Hours Per Month/0 Hours During Securities Trading. (3) 09/22/2023 - CAGAI LLC - Other - Private Investments - Silent Investor - Not Investment Related - Home Based - Start Date 10/01/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-06 |
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