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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-06-02 |
| TX | RA | APPROVED | 2021-06-02 |
Branch Locations
199 S Taylor Ave, Ste 100, Louisville, CO 80027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Equity Group, Inc. | Boulder | CO | 03/2015 | 05/2021 |
| Lpl Financial Llc | Boulder | CO | 05/2021 | Present |
1. 6/2/2021- Peak Retirement Planners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 8/24/2015 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 6/2/2021 - FMT Solutions "Retirement Planning Today" Workshop - Investment Related - At Reported Business Location(s) - Other-Seminar/Speaker - Started 09/01/2015 - 10 Hours Per Month - Time Spent 5% - Speeches and or Seminars.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-15 |
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