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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-09-16 |
| TX | RA | APPROVED_RES | 2024-09-16 |
Branch Locations
8101 E Prentice Ave Ste 775, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highpoint Advisor Group, Llc | Highlands Ranch | CO | 01/2021 | 09/2024 |
| Uncanna | Denver | CO | 12/2019 | 01/2021 |
| Gryphon Technologies | San Diego | CA | 02/2019 | 05/2019 |
| U.S. Navy | San Diego | CA | 08/2010 | 08/2018 |
| Unemployed | San Diego | CA | 08/2018 | 02/2019 |
| Unemployed | Denver | CO | 05/2019 | 12/2019 |
| The Ameriflex Group | Las Vegas | NV | 02/2024 | 09/2024 |
| Lpl Financial Llc | Lone Tree | CO | 09/2024 | Present |
1) 08/2024 - Upstream Investment Partners / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 08/2024 - Kelleher Financial (LLC) / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-14 |
| S65 | Uniform Investment Adviser Law Examination | 2021-01-26 |
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