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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
300 Mccaslin Blvd., Louisville, CO 80027 • United States
1900 W South Boulder Road, Layfayette, CO 80026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2018 | 06/2020 |
| Subway | Wayne | NE | 05/2016 | 12/2016 |
| Great Dane | Wayne | NE | 05/2016 | 07/2017 |
| Wayne State College | Wayne | NE | 07/2013 | 12/2017 |
| Resort Group | Steamboat Springs | CO | 01/2018 | 07/2018 |
| Gnc | Steamboat Springs | CO | 08/2018 | 10/2018 |
| Steamboat Springs School District | Steamboat Springs | CO | 08/2018 | 10/2018 |
| Quality Foods | Wayne | NE | 03/2017 | 05/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2020 | 05/2025 |
| Elevations Credit Union | Louisville | CO | 07/2020 | Present |
| Lpl Financial Llc | Louisville | CO | 05/2025 | Present |
1. 5/15/2025: Brighton High School; Brighton, CO; Non-profit volunteer (not on board) - High School Football coach; Not inv. related; start date 3/14/2025; 10hrs/mo.; 0hrs during trading. 2. 5/15/2025: Elevations Wealth Management Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/19/2025; 160hrs/mo. during trading. 3. 5/15/2025: Orchard Church; Denver, CO; Outside/W-2 Employment - pastor duties; Not inv. related; start date 4/28/2025; 20hrs/mo.; 0hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-05 |
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