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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED | 2023-07-13 |
| CO | RA | APPROVED | 2011-01-03 |
Branch Locations
3003 E Harmony Rd Ste 310, Ft Collins, CO 80528 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Ft Collins | CO | 01/2011 | Present |
1.12/07/2010; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Phillips Financial, LLC /; Investment Related; at Reported Business Location(s); Start Date 12/07/2010; hrs/mth; hrs during trading 2.12/10/2010; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Phillips Financial /; Investment Related; at Reported Business Location(s); Start Date 12/10/2010; hrs/mth; hrs during trading 3.09/26/2019; 7850 CR5 LLC; Real Estate Rental; Investment Related; Windsor,Colorado; Start Date 09/26/2019; 1hrs/mth; 0hrs during trading 4.05/29/2026; WerliPhil LLC; Real Estate Rental; Investment Related; Fort Collins,CO; Start Date 03/30/2026; 0hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-11 |
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