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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-04-29 |
| CO | RA | APPROVED | 2025-01-10 |
Branch Locations
1905 W. 8Th Street Ste. 200, Loveland, CO 80537 • United States
Billings, MT • 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 |
|---|---|---|---|---|
| Securities America Inc | Loveland | CO | 11/2015 | 04/2020 |
| Securities America Advisors | Loveland | CO | 11/2015 | 04/2020 |
| Lpl Financial Llc | Loveland | CO | 04/2020 | Present |
1)4/22/2020- WILDERNESS FINANCIAL- Non-Variable Insurance- Agent for LTC, fixed annuity, Life, disability, critical, illness, travel, vision/dental/hearing- Inv. Related- Loveland, CO- start date 3/14/2011- 0 Hrs/Mth - 20 Hrs During Trading -Time Spent -20%. 2)4/22/2020-WILDERNESS FINANCIAL-DBA for LPL Business (entity for LPL business)- Inv. Related- Loveland, CO - Start Date: 3/14/11 - 0 Hrs/Mth - 0 Hrs During Trading -Time Spent 100% 3)4/22/2020- HIGH MOUNTAIN HEATHER, LLC-Business Owner- photograph- Non-Inv. Related- Longmont, CO- start date 11/16/2016- 0 Hrs/Mth - 0 Hrs During Trading -Time Spent 0% 4) 06/27/2025 - Investment Related - Real Estate Rental - Home Based - Start Date: 06/27/2025 - 5 Hrs/Mth - 2 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-10 |
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