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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-07-24 |
| TX | RA | APPROVED | 2019-07-24 |
Branch Locations
4251 Kipling St Ste 230, Wheat Ridge, CO 80033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2010 | 07/2019 |
| Lpl | Wheat Ridge | CO | 07/2019 | Present |
1) 07/24/2019 - DBA for LPL Business (entity for LPL business) - Wind River Wealth Management, LLC. - INVESTMENT RELATED - WHEAT RIDGE, CO 80033 - Start Date:07/24/2019 . 2) 11/07/2022 - Outdoorsy.com - Not Investment Related - At Reported Business Location(s) - Other - Camper Rental - Owner - Start Date - 07/16/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 3) 12/01/2023 - UPS - Outside/W-2 Employment - Seasonal Support Driver - Not Investment Related - Commerce City, CO - Start Date 12/01/2023 - 80 Hours Per Month/ 4 Hours During Trading. 4) 10/01/2025 - M. Williamson Insurance Services - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:09/25/2025 - 8 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-09 |
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