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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
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 | 05/2012 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Colorado Springs | CO | 11/2012 | Present |
| Falcon High School | Falcon | CO | 12/2012 | 10/2020 |
| Lams | Colrado Springs | CO | 08/2013 | 09/2020 |
| Front Range Alliance Church | Colorado Springs | CO | 01/2014 | 10/2020 |
| Dad, Cfo | Colorado Springs | CO | 05/2015 | Present |
| Genesis 2:15 Llc | Colorado Springs | CO | 08/2016 | Present |
| The Frs Group Llc | Colorado Springs | CO | 08/2016 | Present |
| Home School Legal Defense Association | Purcellville | VA | 01/2017 | 06/2018 |
| Frank Dearden | Colorado Springs | CO | 02/2018 | Present |
| Powernet | Colorado Springs | CO | 04/2017 | Present |
| Home School Legal Defense Association | Purcellville | VA | 01/2017 | 06/2018 |
| Lpl Financial Llc | Colorado Springs | CO | 07/2021 | Present |
1- 09/09/2021 - FRS Group, LLC- Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/31/2016 - Time Spent 5% 2- 09/09/2021 - FRS Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2021 - Time Spent 80% 3- 09/09/2021- Dad, CFO- Other - Radio Host/ Speaker - Not Investment Related - Home Based - Start Date 05/31/2015 - 1 hour per month 4- 09/09/2021- Genesis 2:15 LLC- Business Entity For Tax/Investment Purposes Only- Not Investment Related - Home Based - Start Date 08/31/2016 5- 09/09/2021- Non-Profit Board Member - Not Investment Related - At Reported Business Location(s) - Start Date 04/30/2017 - Time Spent 5% 6- 12/30/2024- Other - Oil Well- Not Investment Related - Start Date 11/05/2024 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-27 |
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