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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-24 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Longmont | CO | 08/2010 | 03/2025 |
| Raymond James Financial Services Advisors, Inc | Longmont | CO | 08/2010 | 03/2025 |
| Tenacity Investment Group | Longmont | CO | 08/2010 | Present |
| Lpl Financial Llc | Longmont | CO | 03/2025 | Present |
1-12/2024 / Tenacity Investment Group LLC / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOC / 50 HRS MNTH / 7 HRS DURING TRADING / START 2/17/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-11 |
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