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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-21 |
Branch Locations
2580 E Harmony Rd Ste 301, Fort Collins, CO 80528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Greenwood Village | CO | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenwood Village | CO | 11/2016 | 09/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2021 | 10/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2021 | 10/2024 |
| Lpl Financial Llc | Fort Collins | CO | 10/2024 | Present |
1. 08/12/2024- MCW HORTER FINANCIAL SERVICES INC- Business Entity For Tax/Investment Purposes Only- CO, 80525- Non Inv Rel- Start Date 09/10/2021 2. 08/12/2024- Jeffrey Mcwhorter- Non-Variable Insurance- CO 80525- Inv Rel- 8 hrs per mnth- 2 hrs during trading- Start Date 10/21/2024 3. 12/05/2025 - McWhorter Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/04/2025 - 160 hours per month/ 80 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-10 |
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