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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Culver's Of Mount Horeb | Mount Horeb | WI | 04/2015 | 10/2021 |
| University Of Dallas | Irving | TX | 09/2017 | 05/2021 |
| University Of Dallas | Irving | TX | 08/2019 | 05/2021 |
| Lifewealth Planning Group | Littleton | CO | 10/2021 | Present |
| Alpine Planning Group | Littleton | CO | 09/2022 | 07/2024 |
| Edgewood High School Of The Sacred Heart | Madison | WI | 08/2013 | 05/2017 |
| Woodbury Financial Services Inc | Littleton | CO | 12/2023 | 01/2024 |
| Osaic Wealth, Inc. | Littleton | CO | 01/2024 | 11/2024 |
| Lpl Financial Llc | Littleton | CO | 11/2024 | Present |
1 - 10/2024 - LifeWealth Planning Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-12 |
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