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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-11-18 |
| TX | RA | APPROVED | 2024-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Golden | CO | 07/2007 | 07/2018 |
| Woodbury Financial Services Inc | Golden | CO | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Littleton | CO | 01/2024 | 11/2024 |
| Lpl Financial Llc | Littleton | CO | 11/2024 | Present |
1 - 10/2024 - LifeWealth Planning Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 10/2024 - Bridge Portfolio Management LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 1 Hour/Month - 1 Hour During Trading - CO 80120 - OBA Start Date: 06/01/2014. 3 - 10/2024 - Matt Lancaster Rental Property - Real Estate Rental - Inv Related - CO 80130 - OBA Start Date: 06/01/2005.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-07 |
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