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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Grand Junction | CO | 05/2006 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Grand Junction | CO | 09/2006 | 07/2021 |
| Legend Wealth Management | Grand Junction | CO | 03/2009 | 01/2019 |
| Reed Financial | Grand Junction | CO | 12/2007 | Present |
| Hope West | Grand Junction | CO | 03/2009 | 01/2019 |
| Rental House | Grand Junction | CO | 08/2014 | 12/2018 |
| St Marys Foundation | Grand Junction | CO | 04/2016 | Present |
| Coloreedo Promotions | Grand Junction | CO | 11/2018 | Present |
| Logic Wealth Strategies | Grand Junction | CO | 12/2018 | Present |
| Lpl Financial, Llc | Grand Junction | CO | 07/2021 | Present |
1) 08/31/2021 - Logic Wealth Real Estate, LLC / Real Estate Rental / Investment Related / 1HR/MO / 605 25 Road, Ste 201, Grand Junction, CO 81505 2) 12/2018 - Logic Wealth Strategies LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 4HR/MO / 605 25 Rd Ste 201, Grand Junction, CO 81505 3) 11/2018 - Coloreedo Promotions / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 1HR/MO / 2186 W Morrison Ct, Grand Junction 4) 03/27/2026-Coloreedo Promotions, LLC-President/Owner-Real Estate Rental-Inv related-At Grand Junction, CO-Start date 03/01/2026-2hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-03 |
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