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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-31 |
Branch Locations
8000 S Chester Street Suite 325, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co | St Paul | MN | 03/2014 | 11/2017 |
| Securian Financial Services, Inc | St Paul | MN | 03/2014 | 11/2017 |
| Gcg Financial | Greenwood Village | CO | 03/2014 | 10/2024 |
| Triad Advisors, Inc. | Norcross | GA | 11/2017 | 08/2024 |
| Alera Investment Advisors, Llc | Greenwood Village | CO | 11/2017 | 10/2024 |
| Osaic Wealth, Inc. | Greenwood Village | CO | 08/2024 | 10/2024 |
| Lpl Enterprise | Ft. Mill | SC | 12/2024 | Present |
1) 12/03/2024 - AllSource PPS - NIT - Flight Charter Coordinator - Huntington Beach, CA - 30 hrs/mth - start date 11/19/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-27 |
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