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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_RES | 2024-10-21 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2038 Vermont Drive, Ste 107, Fort Collins, CO 80525 • United States
2038 Vermont Drive Suite 107, Fort Collins, CO 80525 • United States
2300 Pioneer Ave, Cheyenne, WY 82001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Loveland | CO | 07/2011 | 06/2017 |
| Primerica Financial Services | Loveland | CO | 02/2011 | 06/2017 |
| Starbucks | Loveland | CO | 03/2015 | 11/2018 |
| Capital Choice Financial Services | Greensboro | GA | 06/2017 | 09/2017 |
| Smartpro Financial | Loveland | CO | 06/2017 | 08/2021 |
| Ameritas Investment Corp | Lincoln | NE | 07/2017 | 09/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2017 | 10/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2017 | 10/2024 |
| Lpl Financial Llc | Fort Collins | CO | 10/2024 | Present |
1. 09/09/2024- Goodwin Petrilli Financial- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 08/12/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-26 |
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