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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
Canon City, CO • United States
319 Colorado Ave, Ste B, La Junta, CO 81050 • United States
1155 Kelly Johnson Blvd Ste 200, Colorado Springs, CO 80920 • United States
200 W City Center Dr Suite 305, Pueblo, CO 81003 • United States
1004 Main St Suite C, Canon City, CO 81212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Colorado Springs | CO | 07/2004 | Present |
| Various Insurance Carriers | Canon City | CO | 11/2004 | Present |
| Shineman Financial | Colorado Springs | CO | 01/2006 | Present |
| Lpl Financial Llc | Colorado Springs | CO | 07/2021 | Present |
1) 7/2021 - KIRBY SHINEMAN / Non-Variable Insurance / Investment Related / 1HR/MO / 1155 Kelly Johnson Blvd, STE 200. Colorado Springs, CO. 89920 2)8/20/2006 - Shineman Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR/ MO / 52 Tanner Parkway, Canon City, CO. 81212 3) 05/22/2023 - North American - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 05/19/2023 - 1 Hour Per Month/ 0 Hours During Securities Trading 4) 01/29/2024 - Trailblaze Wealth Group - Inv related - At reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/28/2021 - 1 Hr/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-06-06 |
| S65 | Uniform Investment Adviser Law Examination | 2004-09-28 |
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