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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-21 |
| UT | RA | APPROVED | 2024-09-13 |
Branch Locations
2529 N Lincoln Ave, Loveland, CO 80538 • United States
2503 Research Blvd, Fort Collins, CO 80526 • United States
50 E 136Th Ave, Thornton, CO 80241 • United States
3532 W 10Th St Unit B, Greeley, CO 80634 • United States
1675 Main St, Windsor, CO 80550 • United States
900 S Lemay Ave, Fort Collins, CO 80524 • United States
319 S Meldrum St, Fort Collins, CO 80521 • United States
700 Whalers Way, Fort Collins, CO 80525 • United States
1101 Center Ave, Mall Fort Collins, CO 80521 • United States
511 East 120Th Avenue, Thornton, CO 80233 • United States
957 E 6600 S, Murray, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canvas Credit Union | Lone Tree | CO | 03/2018 | Present |
| Cuna Mutual Group | Waverly | IA | 01/2021 | Present |
| Cuna Brokerage Services | Waverly | IA | 01/2021 | Present |
| Credit Union Of The Rockies | Golden | CO | 08/2016 | 03/2018 |
| Lpl Financial Llc | Littleton | CO | 05/2022 | Present |
1. 05-18-2022-Canvas Advisors- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
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