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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-01 |
Branch Locations
8000 S Chester Street Suite 325, Englewood, CO 80112 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| World Financial Group, Inc. | Greenwood Village | CO | 08/2020 | 03/2021 |
| Transamerica Financial Advisor, Inc | Greenwood Village | CO | 09/2020 | 03/2021 |
| Walker Realty International | Denver | CO | 10/2011 | 11/2020 |
| T. Rowe Price | Colorado Springs | CO | 03/2021 | 10/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 12/2022 | 05/2025 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 12/2022 | 05/2025 |
| Lpl Enterprise Llc | Englewood | CO | 07/2025 | Present |
1) 06/27/2025 - Non-Variable Insurance/Insurance Agency - Financial Professional - Denver, CO - 160 HRS/MTH - Investment related - start date 05/21/2025 2) 06/27/2025 - Prudential Advisors - Financial Professional - DBA for LPL Business (entity for LPL business) - at reported business location(s) - start date 05/21/2025 - Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-17 |
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