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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-11 |
| CO | RA | APPROVED | 2023-02-22 |
Branch Locations
4430 Arapahoe Ave Ste 210, Boulder, CO 80303-1100 • United States
Denver, CO • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Boulder | CO | 11/2005 | Present |
| Meridian Wealth Management Llc | Boulder | CO | 06/2012 | Present |
(1) 01/20/2007: Meridian Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 4/7/2017: No Business Name - Investment Related - Denver, CO - Real Estate Rental - Started 01/01/2017 - 3 Hours Per Month/0 Hours During Securities Trading. (3) 10/15/2018 - No Business Name - Investment Related - Denver, CO 80210 - Real Estate Rental - Start Date:11/01/2018 - 5 Hours Per Month/0 Hours During Trading. (4) 1/27/2020 - TCM80210, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 03/18/2019 - 1 Hour Per Month/0 Hours During Securities Trading. (5) 12/08/2021 - No Business Name - Investment Related - Denver, CO 80210 - Real Estate Rental - Start Date: 07/01/2021 - 3 Hours Per Month/0 Hours During Securities Trading - I own the house as a rental. I will manage the applications, lease and maintenance. (6) 2/23/2023 - No Business Name - Investment Related - Fraser, CO 80442 - Real Estate Rental - 04/25/2019 - 0 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-22 |
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