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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| LA | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WY | RA | APPROVED | 2021-07-21 |
Branch Locations
200 W City Center Dr Suite 305, Pueblo, CO 81003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Pueblo | CO | 07/1996 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Colorado Springs | CO | 08/1996 | Present |
| Lpl Financial Llc | Pueblo | CO | 07/2021 | Present |
1)06/21/2021 - Non-Variable Insurance - Agent - Inv Rel - Pueblo, CO - Start: 08/1996 - 4 Hr/Mth 2)06/21/2021 - Trailblaze Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2019 - 200 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-22 |
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