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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-22 |
| CO | RA | APPROVED | 2025-05-15 |
| LA | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Longmont | CO | 07/2014 | 10/2021 |
| Wells Fargo Advisors, Llc | Longmont | CO | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Longmont | CO | 11/2016 | 10/2021 |
| Key Investment Services | Longmont | CO | 01/2022 | 01/2023 |
| Keybank | Longmont | CO | 10/2021 | 01/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2023 | 05/2025 |
| Blue Federal Credit Union | Broomfield | CO | 02/2023 | 05/2025 |
| Lpl Financial Llc | Fort Collins | CO | 05/2025 | Present |
1. 05/15/2025- Kimo Properties LLC- Real Estate Rental- INV Related- At Milliken, CO- Start date 11/01/2019- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-17 |
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