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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-28 |
| CO | RA | APPROVED | 2020-05-19 |
Branch Locations
1336 Oakridge Dr, Ste 100, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eugene Country Club | Eugene | OR | 04/2008 | 09/2019 |
| Unemployed | Fort Collins | CO | 09/2019 | 11/2019 |
| Lpl Financial, Llc | Fort Collins | CO | 11/2019 | Present |
1. 11/25/2019 - VISION FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 9/8/2020 - Vision Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2020. 3. 12/19/2025-Vision Wealth Advisors-Servicing Agent/Advisor-Non-Variable Insurance-Inv Related-At Fort Collins, CO-Start date 08/01/2025-1hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-15 |
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