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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
7222 Commerce Center Dr Ste 280, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Colorado Springs | CO | 04/2010 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Colorado Springs | CO | 04/2010 | Present |
| Holy Apostles Catholic Church | Colorado Springs | CO | 09/2013 | 11/2020 |
| Special Olympics Colorado | Englewood | CO | 09/2013 | Present |
| Djf Administration Limited | Colorado Springs | CO | 04/2015 | 07/2018 |
| Mountain Top Group | Colorado Springs | CO | 05/2017 | Present |
| Mountain Top Group Llc | Colorado Springs | CO | 05/2017 | Present |
| Lpl Financial Llc | Colorado Springs | CO | 07/2021 | Present |
1.11/16/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mountain Top Financial; Investment Related; at Reported Business Location(s); Start Date 06/01/2017; 180hrs/mth; hrs during trading 2.11/16/2021; ; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/28/2016; hrs/mth; hrs during trading 3.03/17/2022; Core Income Advisors LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/07/2022; 5hrs/mth; 5hrs during trading 4.04/02/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name MountainTop Financial; Investment Related; at Reported Business Location(s); Start Date 07/01/2021; 200hrs/mth; 130hrs during trading 5.08/31/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name MountainTop Financial Advisors; Investment Related; at Reported Business Location(s); Start Date 09/01/2026; 173hrs/mth; 173hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-07 |
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