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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-04 |
| CO | RA | APPROVED | 2021-07-21 |
Branch Locations
2038 Vermont Dr Ste 201, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Fort Collins | CO | 08/2011 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Fort Collins | CO | 12/2011 | Present |
| Mmf Llc | Fort Collins | CO | 08/2015 | 06/2017 |
| Lpl Financial Llc | Fort Collins | CO | 07/2021 | Present |
1. 2017/MEGAN FRAHM/Choice City Wealth Partners/DBA for LPL Business (entity for LPL business)/Investment Related/Fort Collins, CO/0 HRS/MO 2. 04/25/2024 - Streamlined Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 60 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-10 |
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