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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Boulder | CO | 10/2008 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Westminster | CO | 01/2009 | Present |
| Byrne Group Ltd | Westminster | CO | 10/2015 | Present |
| Confluence Incorporated | Denver | CO | 06/2020 | Present |
| Lpl Financial Llc | Boulder | CO | 07/2021 | Present |
1. 07/2021/Matthew Byrne/Flagstaff Wealth Management/DBA for LPL Business (entity for LPL business)/Investment Related/Central North Plains, CO/ 0 HRS/MO 2. 07/2021/Matthew Byrne/Non-Variable Insurance/Investment Related/Investment Related/Central North Plains, CO/ 0 HRS/MO 3. 07/2021/Confluence Incorporated/Business Entity For Tax/Investment Purposes Only/Investment Related/Denver, CO/2 HRS/MO 4. 2009/Golden Lion's Club/Non-Profit Board Member/Investment Purposes Only/Investment Related/Golden, CO/1 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-08 |
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