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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Colorado Springs | CO | 05/2015 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Fountain | CO | 09/2015 | 07/2021 |
| Central Christian Church | Colorado Springs | CO | 09/2016 | 11/2020 |
| Army Reserves | Peterson Air Force Base | CO | 07/2017 | Present |
| Durham Versatility Horses Llc | Calhan | CO | 03/2021 | Present |
| Lpl Financial, Llc | Colorado Springs | CO | 07/2021 | Present |
1. 07/21/2021 - Anna Aussies - Not Investment Related - 21220 Scott Rd, Calhan, CO 80808 - Other - Started 3/2015 - Spouse is owner. 2. 07/21/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 9/2015 - 20 Hours Per Month - Time Spent 100%. 3. 07/21/2021 - Army Reserves - Not Investment Related - 250 Vandenberg St., Suite B-016, Peterson Air Force Base, CO 80914-3808 - Outside/W-2 Employment - Started 7/2017 - Time Spent 4% - Officer in the US Army Reserves. 4. 10/12/2021 - Trailblaze Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2019. 5. 3/24/2023 - Durham Versatility Horses - Not Investment Related - 21220 Scott Rd, Calhan, CO 80808 - Business Owner - Owner - Start Date - 10/01/2021 - 15 Hours Per Month/10 Hours During Securities Trading 6. 09/04/2024 - Jason Wulf Band LLC - Business Owner - Owner - Not Investment Related - Home Based - Start Date 03/03/2024 - 15 Hours per Month/ 0 Hours During Trading 7. 11/12/2024 - Homestead Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/29/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-21 |
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