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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-19 |
| CO | RA | APPROVED | 2023-05-30 |
| TX | RA | APPROVED_RES | 2023-05-26 |
Branch Locations
5251 Dtc Pkwy Ste 975, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Greenwood Village | CO | 02/2016 | 03/2017 |
| Massmutual Life Insurance Co | Greenwood Village | CO | 07/2016 | 02/2020 |
| Mml Investors Services, Llc | Greenwood Village | CO | 03/2017 | 02/2020 |
| Woodbury Financial Services Inc | Greenwood Village | CO | 02/2020 | 05/2023 |
| Lpl Financial Llc | Greenwood Village | CO | 05/2023 | Present |
1) 4/2023 - BLUE SKY WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date 05/26/2023 - 5 Hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-09 |
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