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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-26 |
| TX | RA | APPROVED | 2026-03-26 |
Branch Locations
8301 E Prentice Ave, Ste. 215, Greenwood Village, CO 80111 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
8301 E Prentice Ave, Ste. 215,, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Denver | CO | 06/2014 | 03/2026 |
| Oracle Financial | Denver | CO | 01/2015 | 08/2018 |
| Union Financial | Denver | CO | 12/2017 | 06/2019 |
| Business Advisors, Llc | Denver | CO | 03/2019 | 11/2021 |
| Principal Securities Inc | Denver | CO | 03/2016 | 03/2026 |
| Burchfield Financial Services (Dba) | Denver | CO | 11/2023 | Present |
| Lpl Financial Llc | Denver | CO | 03/2026 | Present |
1.03/26/2026; Burchfield Financial Services; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/26/2026; 8hrs/mth; 8hrs during trading 2.03/26/2026; Oracle Financial; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 02/12/2015; 0hrs/mth; 0hrs during trading 3.03/26/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Burchfield Financial Services; Investment Related; at Reported Business Location(s); Start Date 10/24/2023; 80hrs/mth; 80hrs during trading 4.07/31/2026; Canvas Credit Union; Non-Profit Board Member; Not Investment Related; Lone Tree,CO; Start Date 04/01/2011; 20hrs/mth; 10hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-20 |
| S65 | Uniform Investment Adviser Law Examination | 2015-01-08 |
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