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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-07 |
Branch Locations
2038 Vermont Drive, Ste 107, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goodwin Petrilli Financial | Fort Collins | CO | 05/2025 | Present |
| Starbucks | Thornton | CO | 11/2022 | 06/2025 |
| Arizona State University | Tempe | AZ | 05/2023 | Present |
| Erie High School | Erie | CO | 08/2018 | 05/2021 |
| Muskegon Lumberjacks | Muskegon | MI | 08/2021 | 11/2022 |
| Cornerstone Christian Academy | Westminister | CO | 08/2016 | 05/2018 |
| Lpl Financial | Fort Collins | CO | 04/2025 | Present |
1) 2025-10-14 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Goodwin Petrilli Financial - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-10-07 - 100hrs/mth - 75hrs/mth during trading 2) 2026-05-11 - Slavin Faith Financial - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2026-04-30 - 160hrs/mth - 160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-30 |
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