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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-05 |
| CO | RA | APPROVED | 2022-05-18 |
Branch Locations
3622 Highlands Ranch Pkwy, Highlands Ranch, CO 80126 • United States
5800 S Broadway, Littleton, CO 80121 • United States
4111 Future St, Castle Rock, CO 80109 • United States
7575 W 5Th Ave, Lakewood, CO 80226 • United States
5155 W 120Th Ave, Broomfield, CO 80020 • United States
7502 W 80Th Ave, Arvada, CO 80003 • United States
5944 South Kipling Street Suite 100, Littleton, CO 80127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Capital Advisors Corporation | Denver | CO | 05/2016 | 08/2017 |
| Cuna Brokerage Services Inc,. | Waverly | IA | 09/2017 | Present |
| Cuna Mutual Group | Waverly | IA | 09/2017 | Present |
| Lpl Financial Llc | Littleton | CO | 05/2022 | Present |
1. 05/18/2022 - Canvas Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-10 |
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