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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-06-27 |
| CO | RA | APPROVED | 2023-06-22 |
| TX | RA | APPROVED | 2023-06-22 |
Branch Locations
9800 Pyramid Ct Ste 400, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Synergy Concepts | Englewood | CO | 06/1992 | Present |
| National Planning Corporation | Lone Tree | CO | 02/2007 | 10/2017 |
| Securities America, Inc. | Englewood | CO | 10/2017 | 06/2023 |
| Securities America Advisors | Englewood | CO | 10/2017 | 06/2023 |
| Lpl Financial Llc | Henderson | NV | 06/2023 | Present |
1- 06/2023 / Randall Williams / Non-Variable Insurance / Investment Related / 1 HRS MNTH/1 HRS Trading/ start date 06/01/1992 2- 06/2023 / Sundance Ranch / Business Entity For Tax/Investment Purposes Only / Non Investment Related / start date 10/21/2019 3- 08/30/2023: CREATIVE SYNERGY / DBA for LPL Business (entity for LPL business) / Investment Related / At Reported Business Location(s)/ 160 HRS MNTH/8 HRS During Trading/ Start Date 07/10/2023 4- 08/30/2023: CREATIVE SYNERGY CONSULTING LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) -0 Hours Per Month/ 0 Hours During Trading 5- 06/26/2024 - Casa Vittoria LLC - Real Estate Rental - Investment Related - San Jose Del Cabo, Mexico - Start Date 10/16/2023 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-19 |
| S66 | Uniform Combined State Law Examination | 1999-12-31 |
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