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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-11-14 |
Branch Locations
1812 56Th Ave. Suite B, Greeley, CO 80634 • United States
8000 S Chester Street Suite 325, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Life Insurance Company | Denver | CO | 05/2018 | 06/2019 |
| Florida Credit Union | Gainesville | FL | 09/2016 | 04/2018 |
| Transamerica Investors Securities Corporation | Denver | CO | 07/2019 | 07/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2022 | 10/2023 |
| Lord And Richards | Highlands Ranch | CO | 09/2022 | 10/2023 |
| Bok Financial Private Wealth, Inc. | Denver | CO | 10/2023 | 02/2024 |
| Pruco Securities, Llc | Englewood | CO | 04/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Englewood | CO | 04/2024 | Present |
| Lpl Enterprise, Llc | Englewood | CO | 11/2024 | Present |
1) 07/02/2025-Safeway-Cashier-Outside/W-2 Employment-Not inv related-At Greeley, CO-Start date 06/29/2025-40hrs/mth-10hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-01 |
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