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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-16 |
| CO | RA | APPROVED | 2018-12-17 |
Branch Locations
1790 38Th St Ste 101, Boulder, CO 80301 • United States
Longmont, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Presbyterian Church Of Boulder | Boulder | CO | 07/2011 | 05/2017 |
| Lpl Financial | Boulder | CO | 12/2016 | 08/2018 |
| Lpl Financial | Boulder | CO | 08/2018 | Present |
1. 08/14/2018 - NON-PROFIT ORGANIZATION - ST VRAIN VALLEY YOUNG LIFE - 0% - Young Life Saint Vrain Valley PO Box 664 Longmont, CO 80502-0664 2. 07/08/2019 - Ambient Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-12-05 |
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