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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-07 |
Branch Locations
9140 West 6Th Avenue, Lakewood, CO 80215 • United States
1800 Jackson St Ste 100, Golden, CO 80401-2370 • United States
3100 S Sheridan Blvd Unit F, Denver, CO 80227 • United States
5251 Dtc Pkwy Ste 1045, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Spokane | WA | 07/2017 | 12/2024 |
| University Of Colorado At Boulder | Boulder | CO | 08/2013 | 05/2017 |
| Leeds School Of Business | Boulder | CO | 08/2016 | 01/2017 |
| Charles Schwab Bank, Ssb | Spokane | WA | 10/2018 | 12/2024 |
| Td Ameritrade Inc. | Spokane | WA | 05/2023 | 06/2024 |
| Lpl Financial Llc | Denver | CO | 01/2025 | Present |
1.01/07/2025; Real Estate Rental; Real Estate Rental; Investment Related; Spokane,WA; Start Date 01/06/2025; 0hrs/mth; 0hrs during trading 2.01/07/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Western Wealth Advisors; Investment Related; at Reported Business Location(s); Start Date 01/06/2025; 160hrs/mth; 8hrs during trading 3.01/07/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Financial Dynamics, LLC; Investment Related; at Reported Business Location(s); Start Date 01/06/2025; 160hrs/mth; 8hrs during trading 4.02/02/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Investment Center Located at Credit Union of Colorado; Investment Related; at Reported Business Location(s); Start Date 01/30/2026; 80hrs/mth; 50hrs during trading 5.05/27/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Bravura Wealth LLC; Investment Related; at Reported Business Location(s); Start Date 05/20/2026; 80hrs/mth; 40hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-22 |
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