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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-10-27 |
| TX | RA | APPROVED | 2021-04-14 |
Branch Locations
2000 S Colorado Blvd Annex Building Ste 315, Denver, CO 80222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America | Taylor | TX | 11/2007 | 11/2017 |
| Lpl Financial, Llc | Taylor | TX | 11/2017 | Present |
| Dovetail Wealth Management, Llc | Taylor | TX | 01/2018 | 04/2021 |
1. 10/21/2020 - Three Strand Cord - Not Investment Related - Location/Address: NA, no services provided - Business Entity For Tax/Investment Purposes Only - Started 11/01/2019 - 0 Hours Per Month - Family LLC for our Primary residence for tax purposes. 2. 12/27/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Start Date: 01/01/2018 - 1 Hour Per Month/1 Hour During Securities Trading - Occasionally notarize documents for clients. 4. 05/14/2024 - One Hand Knives LLC - Other - LLC - Co-Owner - Not Investment Related - Home Based - Start Date 10/10/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-31 |
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