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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED | 2025-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2014 | 06/2025 |
| Lpl Financial Llc | Canon City | CO | 06/2025 | Present |
1.06/17/2025; Jake's Lavender; Business Owner; Not Investment Related; ; Start Date 11/01/2022; 1hrs/mth; 0hrs during trading 2.06/17/2025; Matthew 19:26 LLC; Real Estate Rental; Investment Related; ; Start Date 01/16/2024; 10hrs/mth; 1hrs during trading 3.06/17/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lionstone Wealth Group; Investment Related; at Reported Business Location(s); Start Date 06/15/2025; 160hrs/mth; 40hrs during trading 4.06/17/2025; Yosef's Store; Business Owner; Not Investment Related; 837 Pecos Pt Canon City,CO; Start Date 01/05/2025; 1hrs/mth; 0hrs during trading 5.01/09/2026; Self; FINRA Arbitrator; Investment Related; Canon City,CO; Start Date 01/08/2026; 1hrs/mth; 1hrs during trading 6.03/11/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lionstone Wealth Group LLC; Investment Related; at Reported Business Location(s); Start Date 02/01/2026; 120hrs/mth; 8hrs during trading 7.08/19/2026; Lionstone Lending Group LLC; Business Owner; Investment Related; Canon City,CO; Start Date 07/27/2026; 10hrs/mth; 2hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-07 |
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