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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-05-18 |
| TX | RA | APPROVED | 2020-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Pueblo | CO | 05/2009 | 05/2020 |
| Lpl Financial | Pueblo | CO | 05/2020 | Present |
1) 7/2014 - Non-Profit Board Member - PUEBLO CONSERVANCY DISTRICT - Investment Related - Pueblo, CO 2) 7/2018 - DBA for LPL Business (entity for LPL business) - KOEHLER WEALTH MANAGEMENT - Investment Related - Pueblo, CO 81003 3) 1/2005 - Business Entity For Tax/Investment Purposes Only - DENNIS P & CORINNE A KOEHLER FOUNDATION - Not Investment Related - 403 Argyle Ave Pueblo, CO 81004
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-01 |
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