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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED | 2025-06-17 |
Branch Locations
1121 Main St, Canon City, CO 81212 • United States
1121 Main St, Canon City, CO 81212 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2022 | 06/2025 |
| Pueblo Dodge Chrysler Jeep Ram | Pueblo | CO | 08/2016 | 03/2022 |
| Colorado State University Pueblo | Pueblo | CO | 08/2014 | 06/2018 |
| Lpl Financial Llc | Canon City | CO | 06/2025 | Present |
1) 05/2025 - Lionstone Wealth Group / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-18 |
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