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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-05-25
  • CO RA
    APPROVED
    Since 2023-05-25

Branch Locations

5251 Dtc Pkwy Ste 975, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Greenwood Village CO 04/2016 03/2017
Massachusetts Mutual Life Insurance Company Denver CO 07/2016 11/2020
Mml Investors Services, Llc Denver CO 03/2017 11/2020
Woodbury Financial Services Inc Greenwood Village CO 11/2020 05/2023
Lpl Greenwood Village CO 05/2023 Present
  • 04/2016 → 03/2017
    Metlife Securities
    Greenwood Village, CO
  • 07/2016 → 11/2020
    Massachusetts Mutual Life Insurance Company
    Denver, CO
  • 03/2017 → 11/2020
    Denver, CO
  • 11/2020 → 05/2023
    Woodbury Financial Services Inc
    Greenwood Village, CO
  • 05/2023 → Present
    Lpl
    Greenwood Village, CO
Previous Registrations
  • 2020-11-30 → 2023-05-30
    Woodbury Financial Services, Inc.
    Greenwood Village, CO
    Greenwood Village, CO
  • 2017-03-25 → 2020-12-01
    Greenwood Village, CO
    Denver, CO
  • 2016-04-12 → 2017-03-25
    Msi Financial Services, Inc.
    Greenwood Village, CO
  • 2007-07-16 → 2016-04-20
    Lakewood, CO
    Greenwood Village, CO
    Lakewood, CO
    Greenwood Village, CO
Other Businesses

1) 2023-05-25 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Blue Sky Wealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-04-20 - hrs/mth - hrs/mth during trading 2) 2023-05-25 - 2950 JAMAICA LLC - Real Estate Rental - - 6090 S. Nome St., Englewood CO 80111 - 2023-04-20 - 0hrs/mth - 0hrs/mth during trading 3) 2025-05-01 - Xanadu 2260 LLC - Other - Real Estate Rental - Y - at reported business location(s) - 2025-04-07 - 0hrs/mth - 0hrs/mth during trading 4) 2025-09-15 - Grandkids LLC - Real Estate Rental - Y - 6090 S. Nome St. Englewood, CO 80111 - 2025-09-12 - 025hrs/mth - 0hrs/mth during trading 5) 2026-05-04 - Modern Life - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-01 - 10hrs/mth - 5hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-06
  • S66 Uniform Combined State Law Examination
    2007-07-06
Other Names
  • Leor Getzel

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