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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED | 2025-02-20 |
Branch Locations
1711 61St Avenue, Suite 200, Greeley, CO 80634 • United States
1711 61St Avenue, Suite 200, Greeley, CO 80634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Ft Collins | CO | 05/2009 | 02/2017 |
| J.P. Morgan Securities Llc | Loveland | CO | 10/2012 | 02/2017 |
| Ameriprise Financial Services Inc | Greeley | CO | 02/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Greeley | CO | 03/2020 | 02/2025 |
| Lpl Financial Llc | Greeley | CO | 02/2025 | Present |
1-01/2025 / Legacy Premier Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 20 HRS MNTH / 1 HRS DURING TRADING / START 02/20/2025 2- 01/2025 / Legacy Holdings, Inc. / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / 20 HRS MNTH / 1 HRS DURING TRADING / START 01/16/2015
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-01 |
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