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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
8101 E Prentice Ave Ste 775, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 02/2019 | 09/2022 |
| A Cabinet Company | Englewood | CO | 05/2016 | 06/2018 |
| Alpine Buick Gmc | Denver | CO | 06/2018 | 02/2019 |
| Bank Of America, N.A. | Greenwood Village | CO | 03/2019 | 09/2022 |
| Edward Jones | St Louis | MO | 09/2022 | 01/2026 |
| Lpl Financial | Lone Tree | CO | 01/2026 | Present |
| Upstream Investment Partners | Lone Tree | CO | 01/2026 | Present |
1 - 07/2025 - Upstream Investment Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour/Month - 8 Hour During Trading - At Reported business location(s) - OBA Start Date: 10/6/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-09 |
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