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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-15 |
| CO | RA | APPROVED | 2021-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 12/2012 | 01/2021 |
| Charles Schwab Investment Advisory, Inc. | Lone Tree | CO | 01/2020 | 01/2021 |
| Unemployed | Highlands Ranch | CO | 02/2021 | 10/2021 |
| On Tap Credit Union | Golden | CO | 10/2021 | Present |
| Lpl Financial Llc | Golden | CO | 10/2021 | Present |
1. 03/03/2022 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Investment and Wealth Management at On Tap Credit Union - Investment Related - At Reported Business Location(s) - Start Date: 03/02/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 2. 08/03/2022 -Baldur Wealth Management- Not Investment Related- Home Based - Business Entity For Tax/Investment Purposes Only- Start Date- 08/15/2022- 1 Hours Per Month/ 1 Hours During Securities Trading 3. 0/09/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Retirement Well Crafted - Investment Related - At Reported Business Location(s) - Start Date 01/02/2024 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-15 |
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