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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-24 |
| TX | RA | APPROVED_RES | 2025-04-24 |
Branch Locations
430 Beacon Lite Rd. Ste 110, Monument, CO 80132 • United States
609 Main Street, Alamosa, CO 81101 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James Financial Service, Inc | Colorado Springs | CO | 08/2011 | 04/2025 |
| Raymond James Financial Services Advisors Inc. | Colorado Springs | CO | 09/2011 | 04/2025 |
| Tang Wealth Management | Colorado Springs | CO | 09/2014 | Present |
| Rental Real Estate | Colorado Springs | CO | 10/2012 | 03/2018 |
| Insurance Designers Of Colorado | Colorado Springs | CO | 09/2017 | 05/2018 |
| Beacon Light Llc | Colorado Springs | CO | 05/2018 | Present |
| Lpl Financial Llc | Monument | CO | 04/2025 | Present |
1. Tang Wealth Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Colorado Springs Co 80921 - Start Date: 08/01/2011 - 1 Hrs/Mth - 0 Hrs During Trading - Time Spent:1 2. Real Estate Rental - Investment Related - Monument Co 80132 - 1 Hrs/Mth - 0 Hrs During Trading - Time Spent:1 3. Saint Francis LLC - Real Estate Rental - Investment Related - Rapid City SD, 57701 - Start Date: 07/01/2023 - 1 Hrs/Mth - 0 Hrs During Trading - Time Spent:1 4. Husker-Homes LLC - Real Estate Rental - Investment Related - Omaha Ne 68137 - Start Date: 10/01/2022 - 1 Hrs/Mth - 0 Hrs During Trading - Time Spent:1 5. McArthur LLC - Real Estate Rental - Investment Related - Colorado Springs, Co 80909 - Start Date: 05/01/2021 - 1 Hrs/Mth - 0 Hrs During Trading - Time Spent:1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-18 |
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