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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED | 2024-10-21 |
Branch Locations
2038 Vermont Drive, Ste 107, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goodwin Financial Services | Fort Collins | CO | 08/2011 | 10/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2011 | 10/2024 |
| Goodwin Financial Services | Fort Collins | CO | 01/2011 | 10/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2013 | 10/2024 |
| Lpl Financial Llc | Fort Collins | CO | 10/2024 | Present |
1.10/21/2024 - Goodwin Petrilli Financial- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 10/24/2024 - 8hrs per mnth- 2 hrs during trading 2. 10/21/2024- Front Range Financial Services- Business Entity For Tax/Investment Purposes Only- CO 80525- 120 hrs per mnth- 8 hrs during trading - Start Date 02/01/2016 3.10/14/2025 - Real Estate Rental - Inv Rel- At Reported Business Location (s)- Start Date 10/13/2025 - 5hrs per mnth- 0 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-29 |
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