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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-03-10 |
| TX | RA | APPROVED | 2022-03-10 |
Branch Locations
2139 Chuckwagon Rd Ste 205, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Colorado Springs | CO | 06/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Colorado Springs | CO | 11/2016 | 02/2022 |
| Lpl Financial Llc | Colorado Springs | CO | 03/2022 | Present |
1) 02/04/2022 - DIDION WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 09/26/2023 - Didion Tax Services LLC - Tax Prep/Accounting/CPA - Agent/ Owner - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 8 Hours Per Month/ 4 Hours During Trading 3) 11/27/2024 - 6834 Sproul Lane LLC - Real Estate Rental - Owner - Investment Related - Colorado Springs, CO - Start Date 03/10/2022 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-20 |
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