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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-05-25 |
Branch Locations
5251 Dtc Pkwy Ste 975, Greenwood Village, CO 80111 • United States
5251 Dtc Pkwy Ste 975, Greenwood Village, CO 80111 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • 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 |
|---|---|---|---|---|
| M Financial Group - Auctoris | Greenwood Village | CO | 07/2016 | 08/2020 |
| Woodbury Financial Services Inc | Greenwood Village | CO | 08/2020 | 05/2023 |
| Lpl Financial Llc | Greenwood Village | CO | 05/2023 | Present |
1) 5/25/2023- BlueSky Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s)- start date 5/25/2023- 120 Hours Per Month/ 100 Hours During Securities Trading - Time Spent 90%. 2) 5/25/2023- TNBC - Vanbridge - Non-Variable Insurance- Agent - Inv. Related- At Reported Business Location(s) - start date 5/26/2023- 15 Hours Per Month/ During Securities Trading - Time Spent 10% 3) 09/03/2025 - Succession Capital Alliance - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:08/15/2025 - 5 Hrs/Mth - 4 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-25 |
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