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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-02 |
| CO | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Greenwood Village | CO | 08/2004 | 11/2021 |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2012 | 11/2021 |
| Executive Consultants Inc. | Greenwood Village | CO | 06/2016 | 11/2021 |
| Lpl Financial, Llc | Denver | CO | 11/2021 | Present |
1) 11/25/2015 - Business Entity For Tax/Investment Purposes Only / EXECUTIVE CONSULTANTS INC / Investment Related / 0Hrs/Mo during trading / Greenwood Village, CO 80111 2) 11/01/2021 - DBA for LPL Business (entity for LPL business) / The Integrity Wealth Group, LLC / Investment Related - Denver, CO 80202 3) 11/01/2021 - Non-Variable Insurance / Edward Lee / Investment Related / 10Hrs/Mo / Denver, CO 80202
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-07-26 |
| S65 | Uniform Investment Adviser Law Examination | 2010-06-28 |
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