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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-18 |
Branch Locations
7935 E Prentice Ave Ste 105W, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Academy | Parker | CO | 01/2015 | 08/2017 |
| Lutheran High School | Parker | CO | 08/2017 | 05/2021 |
| Kumon Tutoring Center | Parker | CO | 01/2019 | 10/2019 |
| Target Corporation | Parker | CO | 11/2019 | 09/2024 |
| Grand Canyon University | Glendale | AZ | 09/2021 | 12/2024 |
| Grand Canyon University | Glendale | AZ | 03/2022 | 09/2024 |
| Rainbow Trail Lutheran Camp | Hillside | CO | 05/2022 | 08/2022 |
| Rainbow Trail Lutheran Camp | Hillside | CO | 05/2023 | 08/2023 |
| Csc Usa | Phoenix | AZ | 11/2023 | 03/2024 |
| Rainbow Trail Lutheran Camp | Hillside | CO | 05/2024 | 09/2024 |
| Target Corporation | Peoria | AZ | 09/2024 | 05/2025 |
| Target Corporation | Parker | CO | 05/2025 | 11/2025 |
| Lpl Financial | Greenwood Village | CO | 10/2025 | Present |
| The Patch | Kiowa | CO | 09/2025 | Present |
1. 02/2026 - The Patch - Outside/W-2 Employment - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Kiowa, CO 80117 - OBA Start Date: 09/07/2025 2. 02/206 - Mint Financial Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 140 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/09/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-15 |
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