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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-03 |
| CO | RA | APPROVED | 2022-05-18 |
Branch Locations
1512 Larimer Street, Unit R28, Denver, CO 80202 • United States
6850 S Yosemite Street, Englewood, CO 80112 • United States
8500 Pena Blvd, Denver, CO 80249 • United States
815 Colorado Blvd, Denver, CO 80206 • United States
2027 S University Bvd, Denver, CO 80210 • United States
12501 E 17Th Ave, Units A, Aurora, CO 80045 • United States
1113 S Abilene Cu, Unit 102, Aurora, CO 80012 • United States
195 S Kuner Rd, Brighton, CO 80601 • United States
16900 Quincy Ave, Aurora, CO 80015 • United States
7055 E Evans Ave, Denver, CO 80224 • United States
Aurora, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 11/2012 | 06/2018 |
| Gateway Services Group | Centennial | CO | 11/2012 | 06/2018 |
| Cuna Brokerage Services | Waverly | IA | 07/2018 | Present |
| Cuna Mutual Group | Waverly | IA | 07/2018 | Present |
| Lpl Financial Llc | Denver | CO | 05/2022 | Present |
1)05/18/2022 Canvas Advisors- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 2)05/18/2022 Your Personal Transformation (YPT) Book Club- Not Investment Related- Other - Author/ Book Club- Author- Start Date- 7/2016- 4 Hours Per Month/ 0 Hours During Securities Trading- Time Spent 0%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-17 |
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