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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
Colorado Springs, CO • United States
1155 Kelly Johnson Blvd Ste 200, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Colorado Springs | CO | 11/2011 | Present |
| Various Insurance Carriers For W& R Insurance Agencies | Colorado Springs | CO | 04/2012 | Present |
| Sp Administration | Colorado Springs | CO | 11/2014 | Present |
| Tri Lakes Chamber Of Commerce | Monument | CO | 03/2016 | 04/2018 |
| Senior Resource Council | Colorado Springs | CO | 08/2016 | 04/2021 |
| The Frs Group Llc | Colorado Springs | CO | 08/2016 | Present |
| Elite Networking Group | Colorado Springs | CO | 01/2017 | 05/2018 |
| Senior Resource Council | Colorado Sprins | CO | 07/2017 | 04/2021 |
| Bbkp Admin Llc Dba Ground Up Sports Performance | Colorado Springs | CO | 10/2017 | 03/2020 |
| Bni Business Networking International | Colorado Springs | CO | 05/2018 | 05/2020 |
| Central Uniform And Linen Service | Colorado Springs | CO | 05/2020 | 04/2021 |
| Lpl Financial Llc | Colorado Springs | CO | 07/2021 | Present |
4/2012-PRESENT, VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES, COLORADO SPRINGS, CO, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT. 11/2014-PRESENT, SP ADMINISTRATION, COLORADO SPRINGS, CO, NON-INVESTMENT RELATED, LLC, OWNER, 8 HRS/MO, 0 HRS DURING SEC TRADING HRS. 08/2016-PRESENT, THE FRS GROUP LLC, COLORADO SPRINGS, CO, INV-RELATED: N, LLC, MEMBER, 8 HRS/MONTH, 8 SEC TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-26 |
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