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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Colorado Springs | CO | 09/1989 | Present |
1. 02/10/2016 - Marcia V Griswold Family Trust - INV REL - 2153 Chuckwagon Road ste 102 Colorado Springs, CO 80919 - Act in a Fiduciary Capacity - START 01/01/1998 - I was Mrs. Griswolds advisor when she established the Trust in 1998 and have been Co-Trustee with her son Steven Griswold since then. 2. 02/10/2016 - Will Savage Wealth Managment - INV REL - 2153 Chuckwagon Road ste 102, Colorado springs CO,80919 - DBA for LPL Business (entity for LPL business) - START 07/18/2006 - This is the general descriptor for our LPL Financial Practice - 140 HOURS PER MONTH, 100 DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-28 |
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