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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boulder | CO | 03/2012 | 04/2019 |
| Raymond James Financial Services Advisor, Inc | Boulder | CO | 04/2019 | 10/2023 |
| Rental Property | Boulder | CO | 07/2006 | 10/2023 |
| Lpl Financial Llc | Boulder | CO | 10/2023 | Present |
1) 10/20/2023 - Flagstaff Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month - 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-27 |
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