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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-26 |
| CO | RA | APPROVED | 2023-07-19 |
Branch Locations
5690 Webster St, Suite 100, Arvada, CO 80002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bessemer Trust Company Na | Denver | CO | 05/2012 | 03/2018 |
| Tedstrom Wealth Advisors | Denver | CO | 03/2018 | 04/2019 |
| Lpl Financial, Llc | Denver | CO | 03/2018 | 03/2022 |
| Tedstrom Wealth Advisors, Inc. | Denver | CO | 10/2019 | 12/2021 |
| Unemployed | Arvada | CO | 03/2022 | 06/2022 |
| Cetera Advisor Networks | El Segundo | CA | 06/2022 | 07/2023 |
| Cwm, Llc Dba Carson Partners - Crd # 155344 | Arvada | CO | 06/2022 | 07/2023 |
| Lpl Financial | Arvada | CO | 07/2023 | Present |
| 29:11 Financial Planning | Arvada | CO | 07/2023 | Present |
1) 7/2023- 29:11 Financial Planning LLC - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 7/2023- W.o.W Women of Wealth LLC- Real Estate Rental - owner/member - Inv. Related- Arvada, CO- start date 6/1/2023- 5hrs/mth 3) 7/2023- Non Variable Insurance - Agent selling fixed annuities , life insurance - Inv. Related- Arvada, CO- start date 7/31/2023- 10hrs/mth 4) 7/2023- 29:11 Financial Planning LLC- Business Entity For Tax/Investment Purposes Only- owner- non-inv. related- Morrison, CO -start date 7/6/2023- 130hrs/mth 5) 10/23/2023 - a.martin & associates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/11/2023 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-20 |
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