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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-14 |
| CO | RA | APPROVED | 2024-06-24 |
Branch Locations
215 West Oak Street Suite 720, Fort Collins, CO 80521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coopersmiths Pub & Brewing | Fort Collins | CO | 03/2013 | 08/2020 |
| Nicks Italian | Fort Collins | CO | 01/2019 | 04/2019 |
| Dunnigan Financial Planning | Fort Collins | CO | 05/2016 | 10/2016 |
| Lpl Financial, Llc | Fort Collins | CO | 09/2020 | Present |
| Colorado State University | Fort Collins | CO | 08/2013 | 05/2018 |
| Ica Group Wealth Management, Llc | Fort Collins | CO | 04/2022 | 06/2024 |
1. 9/9/2020 - DUNNIGAN FINANCIAL PLANNING - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 4/13/2021 - Dunnigan Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/08/2021 - 160 Hours Per Month During Securities Trading. 3. 03/18/2022 - Penny Properties - Not Investment Related - Home Based - Real Estate Rental - Start Date - 02/16/2022 - 10 Hours Per Month/0 Hours During Securities Trading. 4 09/24/2025 - Synchronize Insurance (Lockton) - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start date: 08/14/2025 - 1hrs/mnth during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-15 |
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