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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-24 |
| CO | RA | APPROVED | 2019-02-25 |
Branch Locations
463 Ranney St, Craig, CO 81625 • United States
249 Grand Ave. Ste A, Grand Junction, CO 81501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain West Farm Bureau | Craig | CO | 12/2014 | 12/2018 |
| Fbl Marketing Services | West Des Moines | IA | 12/2014 | 12/2018 |
| Lpl Financial, Llc | Craig | CO | 01/2019 | Present |
1. 1/21/2020 - Altitude Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 160 Hours Per Month During Securities Trading. 2. 12/16/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Public Notary - Start Date: 12/4/2020 - 1 Hour Per Month/1 Hour During Securities Trading - Public Notary for the state of Colorado 3. 06/07/2023 - K4 Properties, LLC - Investment Related - St. Craig, Co - Real Estate Rental - Start Date 06/01/2023 - 4 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-06 |
| S65 | Uniform Investment Adviser Law Examination | 2014-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-30 |
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