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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Boulder | CO | 01/2026 | Present |
| Lpl Dba Flatirons Wealth & Divorce Strategists | Boulder | CO | 09/2025 | Present |
| Metron | Boulder | CO | 08/2024 | 05/2025 |
| Lawrence University | Appleton | WI | 01/2021 | 06/2024 |
| Lawrence University | Appleton | WI | 01/2016 | 01/2021 |
| Boulder Jcc Cheryvale Day Camp | Boulder | CO | 06/2021 | 08/2021 |
| Unemployed | Boulder | CO | 05/2025 | 09/2025 |
1. 01/2026 - Flatirons Wealth & Divorce Strategists - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - ONA Start Date: 01/07/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-06 |
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