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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-11 |
| CO | RA | APPROVED | 2021-01-27 |
Branch Locations
290 E. 25Th Street, Suite 100, Loveland, CO 80538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elon University | Elon | NC | 09/2013 | 06/2017 |
| Fisher Wealth Management | Burlington | NC | 05/2015 | 09/2016 |
| Lpl Financial, Llc | Burlington | NC | 05/2015 | 05/2017 |
| Oppenheimerfunds | Centennial | CO | 09/2017 | 05/2019 |
| Unemployed | Aspen | CO | 05/2019 | 11/2020 |
| Lpl Financial Llc | Loveland | CO | 11/2020 | Present |
| Points West Community Bank | Loveland | CO | 10/2022 | Present |
1) 10/26/2020 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Investment Center Advisor Group - inv rel - at reported business location(s) - start: 11/2020 - 160 hr/mth 2) 10/26/2020 - Blog and Newsletter on Basic Personal Finance Education - inv rel - Aspen, CO - start: 09/2020 - 10 hr/mth 3) 5/17/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/14/2021 - 5 Hours Per Month/1 Hour During Securities Trading 4) 10/08/2021 - DUNNIGAN INSURANCE AGENCY - Not Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date: 10/04/2021 - 5 Hours Per Month/0 Hours During Securities Trading. 5) 03/18/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Investment Center at Points West Community Bank - At Reported Business Location(s) - Start date: 03/01/2025 - 5 Hours Per Month/5 Hours During Securities Trading 6) 11/19/2025 - Investment Center Advisors Partners, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business location(s) - Start Date 11/18/2025 - 0 hours per month/ during trading 7) 11/19/2025 - Hayden Lowery, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business location(s) - Start Date 11/18/2025 - 0 hours per month/ during trading 8) 02/20/2026 - ICA FIRST INSURANCE, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/23/2026 - 5 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-25 |
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