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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-11-01 |
Branch Locations
11755 Airport Way Ste 209, Broomfield, CO 80021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2011 | 11/2023 |
| Lpl Financial Llc | Westminster | CO | 11/2023 | Present |
1) 10/2023 - True Wealth Financial / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 10/2023 - LIVE PURE / Multi level marketing / Not Inv. Related / Westminster, CO / Start date 01/01/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-15 |
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