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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-28 |
Branch Locations
2153 Chuckwagon Rd, Suite 202, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Colorado Springs | CO | 08/2023 | Present |
| Rocky Mountain Wealth Partners / Geneos | Colorado Springs | CO | 01/2023 | 08/2023 |
| Pikes Peak Ymca | Colorado Springs | CO | 07/2022 | 09/2024 |
| Colorado Springs Christian Schools | Colorado Springs | CO | 10/2021 | 06/2024 |
| Premiere Global Services | Colorado Springs | CO | 11/2008 | 09/2021 |
| Interim Health Services | Colorado Springs | CO | 02/2022 | 12/2022 |
1 - 03/2025 - LaLonde & Gillin Wealth Management Solutions - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-27 |
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