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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 | 2021-07-21 |
Branch Locations
8400 E Prentice Ave, Ste 1010, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Greenwood Village | CO | 07/2009 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agency | Centennial | CO | 07/2009 | Present |
| Wcaton, Llc | Centennial | CO | 09/2009 | Present |
| Dmeyer & Associates Llc | Highlands Ranch | CO | 01/2019 | 03/2019 |
| Lpl Financial Llc | Greenwood Village | CO | 07/2021 | Present |
1) 07/12/2021 - WCaton, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Started 2009 - 0 HR / MO / Home Based 2) 07/12/2021 - Non-Variable Insurance / Investment Related / 0 HR / MO / CENTENNIAL Colorado 3) 07/23/2024 - Everest Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2019 - 140 Hours Per Month/ 100 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-29 |
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