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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
19501 E Mainstreet, Ste 200, Parker, CO 80138 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Denver | CO | 07/2016 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Parker | CO | 07/2016 | Present |
| Lpl Financial Llc | Parker | CO | 07/2021 | Present |
1- 08/09/2021 - FINANCIAL POA for MICHAEL MCKINNIS SR & MARTHA MCKINNIS - Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - POA - Start Date 6/1/2019 2- 8/2021 / DBA for LPL Business (entity for LPL business) / GreenSmith Financial / investment Related / Parker, CO 80138 3- 11/06/2023 - Sagicor Life Insurance Company - Non-Variable Insurance - Individual Producer - Investment Related - At Reported Business Location(s) - Start Date 11/06/2023 - 5 Hours Per Month/ 0 Hours During Trading 4- 01/28/2025- Non-Variable Insurance- INV Related- At Parker, CO- Start date 01/16/2025- 5 Hours Per Month- 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-06 |
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