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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED_RES | 2023-09-15 |
| CO | RA | APPROVED | 2023-09-14 |
Branch Locations
1201 Puerta Del Sol #334, San Clemente, CA 92673 • 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 |
|---|---|---|---|---|
| World Financial Group | Greenwood Village | CO | 04/2002 | 09/2023 |
| Jenson & Associates | Henderson | NV | 12/1997 | 09/2023 |
| Integrated Tax Advisors | Denver | CO | 03/2009 | 12/2016 |
| Summit Capital Ventures | Silverthorne | CO | 05/2009 | 09/2023 |
| Dba: 5675 Dtc Office Partners | Parker | CO | 12/2009 | 09/2023 |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2012 | 09/2023 |
| College Funding Solutions | Salem | OR | 07/2017 | 12/2018 |
| 5675 Dtc Office Partners, Llc | Greenwood Village | CO | 12/2009 | 09/2023 |
| Demographic Trends | Highland Ranch | CO | 12/2021 | 09/2023 |
| Lpl Financial Llc | Highlands Ranch | CO | 09/2023 | Present |
1) 09/2023 - Priority Wealth Partners / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 09/2023 - Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 3) 09/2023 - One Resource Group / Non-Variable Insurance / Inv.Related / 09/05/2023 - 5 Hrs per month 4) 09/2023 - Jenson and Associates, Inc. / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Start date - 12/01/1997 - 120 Hrs per month 5) 09/2023 - Demographic Trends / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Start date -03/15/2022 6)09/2023 -Summit Capital Ventures / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Start date - 04/12/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-18 |
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