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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-13 |
| CO | RA | APPROVED | 2024-06-11 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 11/2022 | 06/2024 |
| World Financial Group, Inc. | Greenwood Village | CO | 08/2022 | Present |
| Morley Consulting, Llc | Morton | PA | 01/1977 | Present |
| Morley And Company Llc | Adams City | CO | 03/2015 | Present |
| Lpl Financial Llc | Highlands Ranch | CO | 06/2024 | Present |
1- 05/2024 / Priority Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 05/2024 / Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 3- 05/2024 / Morley Consulting, LLC / Tax Prep/Accounting/CPA / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 4- 05/2024 / Morley and Company LLC / Tax Prep/Accounting/CPA / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-24 |
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