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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-07-06 |
| TX | RA | APPROVED_RES | 2023-07-06 |
Branch Locations
6208 Lehman Dr Ste 202, Colorado Springs, CO 80918 • United States
3 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 |
|---|---|---|---|---|
| Presidential Brokerage Inc | Greenwood Village | CO | 04/2003 | 02/2017 |
| Geneos Wealth Management Inc. | Colorado Springs | CO | 02/2017 | 07/2023 |
| Rocky Mountain Wealth Partners | Colorado Springs | CO | 02/2017 | Present |
| Lpl Financial Llc | Colorado Springs | CO | 07/2023 | Present |
1) 05/2023 - Rocky Mountain Wealth Partners / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 05/2023 - Notary / Not Investment Related / Elbert, CO - Start 02/01/2017 3) 05/2023 - Western Wealth Advisors, LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 4) 05/2023 - Non-Variable Insurance / Investment Related / Elbert CO - Start date 02/24/2017 - 1Hrs per month 5) 05/2023 - Western Wealth / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 6) 01/13/2025 - RS Wealth Strategies - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/01/2025 - 2 Hrs/Mth - 1 Hrs During Trading. 7) 05/05/2025 - Right to Bear - Not Investment Related- Other - Right to Bear Event speaker - At Reported Business Location(s) - Start Date: 05/05/2025 - Start Date:01/01/2025 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-08-20 |
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