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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-28 |
Branch Locations
155 E. Boardwalk Drive Ste 400, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Victory Capital Advisers | Brooklyn | OH | 05/2015 | 04/2019 |
| Peak Pro Financial | Greenwood Village | CO | 04/2019 | 08/2019 |
| Transamerica Capital Inc | Denver | CO | 09/2019 | 06/2022 |
| Foreside Fund Services, Llc | Denver | CO | 08/2022 | 05/2023 |
| Harborside Sales Group, Llc | Denver | CO | 07/2022 | 05/2023 |
| Oliver Asset Management | Longmont | CO | 06/2023 | 12/2024 |
| Creativeone Wealth | Overland Park | KS | 06/2023 | 12/2024 |
| Unemployed | Fort Collins | CO | 12/2024 | 02/2025 |
| Lpl Financial Llc | Fort Collins | CO | 02/2025 | Present |
1) 02/2025 - Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) - 160 hrs per month - 100% Time Spent 2) 02/2025 - Priority Wealth Partners / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) - 160 hrs per month - 100% Time Spent 3) 08/27/2025- Insurance/IMO- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/18/2025- 10 Hours Per Month- 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-20 |
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