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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-17 |
Branch Locations
6363 W 120Th Ave, Ste 206, Broomfield, CO 80020 • United States
340 E 1St Ave Ste 310, Broomfield, CO 80020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Precision Cpa & Financial Services, Llc | Denver | CO | 08/2015 | 12/2020 |
| 1St Global Insurance Services, Inc. | Greenwood Village | CO | 08/2015 | 12/2019 |
| 1St Global Capital Corp. | Greenwood Village | CO | 08/2015 | 12/2019 |
| 1St Global Advisors, Inc. | Greenwood Village | CO | 08/2015 | 12/2019 |
| I.M. Wealth Care, Llc | Greenwood Village | CO | 08/2015 | 03/2022 |
| Lpl Financial, Llc | Greenwood Village | CO | 12/2019 | 08/2024 |
| Merit Financial Group, Llc (Merit Financial Advisors) | Greenwood Village | CO | 12/2019 | 09/2024 |
| Novak Cpa & Financial Services | Broomfield | CO | 12/2020 | Present |
| I.M. Financial, Llc | Broomfield | CO | 04/2022 | 09/2024 |
| Lpl Financial Llc | Greenwood Village | CO | 06/2025 | Present |
1- 06/2025 / Novak CPA and Financial Services, LLC / Tax Prep/Accounting/CPA / Investment Related / 160 hrs mth / 40 hrs during trading / Broomfield, CO / Start date: 01/01/2008 2- 06/2025 / Robert and Tanya Novak / Real Estate Rental / Investment Related / Denver, CO / Start date: 11/10/2016
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-01 |
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