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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-01-18 |
| TX | RA | APPROVED | 2018-01-18 |
Branch Locations
7761 Shaffer Pkwy Ste 100, Littleton, CO 80127-3729 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Level Four Wealth Management | Plano | TX | 03/2016 | 05/2017 |
| Lpl Financial, Llc | Littleton | CO | 03/2017 | Present |
1. 5/2/2017 - THE WEALTH STRATEGIES GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 04/03/2017 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100%. 2. 10/29/2019 - Dubl Development, LLC - Not investment related - No physical location - Entrepreneurial investor/Social Media mana - start date:10/21/2019 - 30 hrs/mo - 0 hrs during trading. 3. 2/23/2023 - If You Give a Girl a Chardonnay - Not Investment Related - Home Based - Other - Book Sale - author - Start Date - 02/16/2023 - 3 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-26 |
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