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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-22 |
| CO | RA | APPROVED | 2010-10-15 |
Branch Locations
385 Inverness Pkwy Ste 310, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Greenwood Village | CO | 10/2010 | Present |
1. 10/01/2010: DBA ONLY - PANORAMIC FINANCIAL SERVICES - GREENWOOD VILLAGE, CO. 2. 08/05/2014 - NON-VARIABLE INSURANCE - INSURANCE AGENT - TIME SPENT 1 HOUR PER MONTH - GREENWOOD VILLAGE, CO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-25 |
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