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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-21 |
Branch Locations
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 |
|---|---|---|---|---|
| U.S. Bank | Arvada | CO | 09/2016 | 09/2023 |
| U. S. Bancorp Investments, Inc. | Arvada | CO | 01/2018 | 11/2024 |
| Larry Miller Cdjr | Thornton | CO | 11/2015 | 09/2016 |
| Bmo | Evergreen | CO | 01/2025 | Present |
| Lpl Financial | Evergreen | CO | 01/2025 | Present |
1) 01/2025 - BMO / Financial Institution Duty / Senior Premier Relationship Manager / Inv Related / Evergreen CO 80439 / Start date 01/06/2024 - 160 Hrs per month - 100% Time Spent 2) 01/2025 - BMO Investment Services / DBA for LPL Business (entity for LPL business) / Inv Related / Evergreen CO 80439 / Start date 01/06/2024 - 160 Hrs per month - 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-30 |
| S66 | Uniform Combined State Law Examination | 2007-07-16 |
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