Best Investors Account Sign in

Trevor James Dietrich

LPl Financial LLC

Broomfield, CO

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
TX RA APPROVED 2023-11-01
  • CO RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2023-11-01

Branch Locations

11755 Airport Way Ste 209, Broomfield, CO 80021 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 12/2011 11/2023
Lpl Financial Llc Westminster CO 11/2023 Present
Previous Registrations
  • 2012-03-01 → 2023-11-06
    Tempe, AZ
    Broomfield, CO
    Tempe, AZ
    Broomfield, CO
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-15
  • S66 Uniform Combined State Law Examination
    2012-02-15
Other Names
  • Trevor Dietrich

View on SEC IAPD

More in Broomfield, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor