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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
2038 Vermont Dr Ste 201, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Fort Collins | CO | 02/2007 | Present |
| Various Insurance Carriers For W & R Insurance Agencies | Fort Collins | CO | 06/2007 | Present |
| Ryan & Marissa Mcnulty | Fort Collins | CO | 08/2014 | Present |
| Choice City Group Inc | Fort Collins | CO | 06/2017 | Present |
| Choice City Holdings Llc | Fort Collins | CO | 01/2019 | Present |
| Lpl Financial Llc | Fort Collins | CO | 07/2021 | Present |
1- 07/2021 / Other / Non Investment Related / FORT COLLINSColorado 2- 07/2021 / DBA for LPL Business (entity for LPL business) / Choice City Wealth Partners / Investment Related / Fort Collins, CO. 80525 3- 3/15/2023 / CHOICE CITY GROUP INC. / Business Entity For Tax/Investment Purposes Only / 0 Hours Per Month /0 HR During Securities Trading / Investment Related / At Reported Business Location(s) 4- 3/29/2023 - Choice City Holdings - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 02/01/2018 - 0 Hours Per Month/0 Hours During Securities Trading 5- 04/25/2024 - Streamlined Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/15/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-18 |
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