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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-03 |
Branch Locations
1790 38Th Street Ste 101, Boulder, CO 80301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-22 |
Branch Locations
1790 38Th Street Ste 101, Boulder, CO 80301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Upmc Hamot | Erie | PA | 09/2020 | 07/2021 |
| Deiss & Halmi Engineering, Inc. | Edinboro | PA | 01/2018 | 08/2020 |
| Channellock | Meadville | PA | 05/2017 | 08/2017 |
| Gannon University | Erie | PA | 08/2013 | 12/2017 |
| Edinboro University Of Pennsylvania | Edinboro | PA | 08/2020 | 05/2021 |
| Fidelity Investments | Greenwood Village | CO | 09/2021 | 07/2022 |
| Lpl Financial Llc | Boulder | CO | 08/2022 | Present |
| Financial Steward Associates, Llc | Boulder | CO | 08/2024 | Present |
| Financial Steward Associates, Llc | Boulder | CO | 08/2022 | 08/2024 |
1) 8/2022- Financial Steward Associates, LLC.- DBA for LPL Business (entity for LPL business)- Registered Admin - inv. related- Boulder, CO- I provide administrative support to Financial Steward Associates LLC, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 10% of my time during trading hours on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 08/12/2022 - Financial Steward Associates, LLC. - Inv. Related - DBA for LPL Business (entity for LPL business) - At reported business location (s) - Start Date:08/12/2022 - Hrs/Mth - Hrs During Trading. 3) 05/21/2025 - (FP) Financial Steward Associates - Inv. Related - At reported business location (s) - Registered Investment Advisor - Start Date:04/01/2025 - 10 Hrs/Mth - 10 Hrs During Trading.I provide financial planning and consulting services through Financial Steward Associates, an independent investment advisor firm. I started this business activity in 4/2025. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-07 |
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