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Bradford Richard Kidd

LPl Financial LLC

Fort Collins, CO

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-07-21
FL RA APPROVED 2021-07-21
OH RA APPROVED 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • CO RA
    APPROVED
    Since 2021-07-21
  • FL RA
    APPROVED
    Since 2021-07-21
  • OH RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

123 N College Ave Ste 112, Fort Collins, CO 80524 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Ft Collins CO 07/2015 07/2021
Various Insurance Carriers For W&R Insurance Agencies Timnath CO 11/2015 07/2021
Lpl Financial, Llc Fort Collins CO 07/2021 Present
  • 07/2015 → 07/2021
    Waddell & Reed, Inc
    Ft Collins, CO
  • 11/2015 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Timnath, CO
  • 07/2021 → Present
    Fort Collins, CO
Previous Registrations
  • 2015-10-26 → 2021-07-21
    Waddell & Reed
    Ft. Collins, CO
    Las Vegas, NV
    Fort Collins, CO
Other Businesses

1. 04/12/2022- AGR Wealth LLC- DBA: Advisory Group of the Rockies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/09/2022 - 160 Hours Per Month/7 Hours During Securities Trading. 2. 10/24/2023: CPA Group of The Rockies; At Reported Business Location(s); Tax Prep/Accounting/CPA; Partner; Inv. related; start date 7/21/2023; 2hrs/mo.; 0hrs during trading. 3. 10/24/2023: AGR Tax LLC; At Reported Business Location(s); Business Entity For Tax/Investment Purposes Only; Partner; Not inv. related; start date 7/21/2023; 0hrs/mo. during trading. 4. 10/24/2023: AGR Insurance LLC; At Reported Business Location(s); Insurance Agency; Inv. related; start date 7/21/2023; 1hrs/mo.; 0hrs during trading. 5. 10/24/2023: AGR Holdings LLC; At Reported Business Location(s); Business Entity For Tax/Investment Purposes Only; Not inv. related; start date 7/21/2023; 0hrs/mo. during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-24
  • S66 Uniform Combined State Law Examination
    2015-10-24
Other Names
  • Brad Kidd

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