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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-04 |
Branch Locations
202 Main Street, Grand Junction, CO 81501-7804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Grand Junction | CO | 07/2018 | Present |
| Capital Books And Wellness | Grand Junction | CO | 09/2017 | 07/2018 |
| Rosecap Investment Advisors | Grand Junction | CO | 05/2017 | 11/2017 |
| Colorado Mesa University | Grand Junction | CO | 08/2013 | 05/2017 |
| Sooper Credit Union | Grand Junction | CT | 07/2018 | 07/2018 |
| Credit Union Of Colorado | Grand Junction | CO | 01/2022 | Present |
1)10/29/2018 - Investment and Retirement Center - DBA for LPL Business (entity for LPL business) - 2)3/24/2023 - Investment Center Located at Credit Union of Color - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/20/2023 - 32 Hours Per Month/16 Hours During Securities Trading 3)3/24/2023 - Investment Center Located at Insurance Advisors Agency, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/20/2023 - 70 Hours Per Month/48 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
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