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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-18 |
| CO | RA | APPROVED | 2018-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Resource Group | Littleton | CO | 08/1998 | 04/2018 |
| Vsr Financial Services, Inc. | Overland Park | KS | 09/2005 | 09/2016 |
| Vsr Advisory Services, Inc. | Overland Park | KS | 12/2009 | 09/2016 |
| Summit Brokerage Services, Inc. | Littleton | CO | 09/2016 | 01/2017 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 01/2017 |
| Securities America, Inc. | Littleton | CO | 01/2017 | 04/2018 |
| Securities America Advisors | Littleton | CO | 01/2017 | 04/2018 |
| Lpl Financial | Littleton | CO | 05/2018 | Present |
1. 5.8.2018 - NOTARY - LITTLETON, CO 2. 5.8.2018 - DBA FOR LPL BUSINESS - ENLIGHTENED WEALTH SERVICES - 100% - LITTLETON, CO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-18 |
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