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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-12-13 |
Branch Locations
4025 St Cloud Dr, Ste 250, Loveland, CO 80538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2022 | 10/2023 |
| Wealth Strategies | Fort Collins | CO | 02/2022 | 08/2023 |
| Cultivating Hope Dba Hope Farms | Fort Collins | CO | 04/2021 | 12/2021 |
| Jax Ranch And Home | Fort Collins | CO | 01/2022 | 04/2022 |
| Cb & Potts | Fort Collins | CO | 09/2019 | 02/2020 |
| Spradley Barr Ford / Mazda | Fort Collins | CO | 02/2020 | 03/2020 |
| Spradley Barr Ford / Mazda | Fort Collins | CO | 04/2019 | 07/2019 |
| Harmony Club | Timnath | CO | 08/2019 | 10/2019 |
| Smartbook Business Solutions | Fort Collins | CO | 05/2019 | 10/2019 |
| Buckner Enterprises | Loveland | CO | 01/2018 | 08/2018 |
| Red Robin | Fort Collins | CO | 08/2018 | 09/2018 |
| Buckner Enterprises | Loveland | CO | 01/2017 | 09/2017 |
| Carhartt | Loveland | CO | 08/2017 | 01/2018 |
| Cracker Barrel | Loveland | CO | 06/2016 | 11/2016 |
| Rocky Mountain Physical Therapy | Fort Collins | CO | 01/2016 | 12/2019 |
| Colorado State University | Fort Collins | CO | 08/2018 | 04/2021 |
| Unemployed | Fort Collins | CO | 03/2020 | 04/2021 |
| Edward Jones | St Louis | MO | 10/2023 | 11/2024 |
| Lpl Financial Llc | Loveland | CO | 12/2024 | Present |
1- 12/2024 / Macdonald Financial Services / DBA for LPL Business (entity for LPL business) / Investment Related / 100 hrs per month / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-12 |
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