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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2006-03-21 |
Branch Locations
4430 Arapahoe Ave Ste 210, Boulder, CO 80303-1100 • United States
Broomfield, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Linsco/Private Ledger) | Boulder | CO | 03/2006 | Present |
| Meridian Wealth Management Llc | Boulder | CO | 05/2012 | Present |
1. 04/09/07: DBA / MERIDIAN WEALTH MANAGEMENT 2. 04/13/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Notary - Notary Public - Start Date 05/01/2023 - 1 Hours Per Month/ 1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-16 |
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