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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-01-26 |
| TX | RA | APPROVED | 2021-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Las Vegas | NV | 01/2016 | 08/2018 |
| Edward Jones | St.LOuis | MO | 08/2018 | 12/2020 |
| Lyft | Las Vegas | NV | 06/2017 | 06/2018 |
| Uber | Las Vegas | NV | 09/2015 | 06/2018 |
| Lpl Financial, Llc | Las Vegas | NV | 01/2021 | Present |
1) 01/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - COPPERTHITE CAPITAL MANAGEMENT - INVESTMENT RELATED - LAS VEGAS, NV 89120 2) 2015 - OUTSIDE/W-2 EMPLOYMENT - UBER AND LYFT - NOT INVESTMENT RELATED - LAS VEGAS, NV 89117 3) 11/18/2021 - Copperthite Tax Services - DBA: Copperthite Capital Management - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 07/08/2021 - 4 Hours Per Month During Securities Trading - Sole employee/owner and providing tax preparation for clients. 4) 03/15/2022 - No Business Name - Not Investment Related - Home Based - Outside/W-2 Employment - Package Delivery - Start Date - 03/01/2022 - 20 Hours Per Month/0 Hours During Securities Trading. 5) 11/04/2024 - Turbo Tax - Outside/W-2 Employment - Tax Preparer - Investment Related - At Reported Business Location(s) - Start Date 01/03/2025 - 80 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-01 |
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