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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Gunnison | CO | 06/2012 | 05/2024 |
| World Financial Group, Inc. | Gunnison | CO | 04/2012 | 05/2024 |
| Layton City Police Department | Layton | UT | 10/2017 | 01/2018 |
| Apria Healthcare | Salt Lake City | UT | 02/2018 | 05/2024 |
| Lpl Financial Llc | Montrose | CO | 05/2024 | Present |
| One Resource Group | Montrose | CO | 05/2024 | 05/2024 |
1- 05/2024 / One Resource Group / Non-Variable Insurance / Investment Related / 20 hrs mnth / 1 hrs during trading 2- 05/2024 / Apria Healthcare / Outside/W-2 Employment / Investment Related / 160 hrs mnth / 1 hrs during trading / start 02/19/2018 3- 05/2024 / Priority Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 120 hrs mnth / 6 hrs during trading 4- 05/2024 / Priority Life Consultants / Non-Variable Insurance / Investment Related / 20 hrs mnth / 1 hrs during trading 5- 05/2024 / Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 120 hrs mnth / 6 hrs during trading 6- 09/22/2025- Barson Insurance & Financial Services- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 09/30/2025- 30 Hours Per Month 7- 10/30/2025- OneHealth Group Health Benefits- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/15/2025- 5 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-21 |
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