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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-10-07 |
| CO | RA | APPROVED | 2023-03-01 |
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 10/2014 | 01/2023 |
| World Financial Group, Inc. | Greenwood Village | CO | 08/2014 | 03/2023 |
| Baroness Wines | Denver | CO | 08/2014 | 03/2019 |
| Finn Mccools Bar & Grill | Englewood | CO | 05/2018 | 12/2018 |
| Vivax Pros | Denver | CO | 05/2018 | 03/2019 |
| Assistant To Tfa Registered Rep Michael Delmonico | Greenwood Village | CO | 05/2018 | 05/2021 |
| Special K Financial Inc | Aurora | CO | 01/2020 | Present |
| Lpl Financial | Aurora | CO | 03/2023 | Present |
1- 03/2023 / Special K Financial Inc / Business Entity For Tax/Investment Purposes Only / NON INVESTMENT RELATED / AURORA, CO 2- 10/14/2025- Core Balance- Outside/W-2 Employment- Not INV Related- At Las Vegas, NV - Start date 10/30/2025- 25 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-30 |
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