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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1336 Oakridge Dr, Ste 100, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc. | Fort Collins | CO | 02/2014 | 02/2018 |
| Lpl Financial Llc | Fort Collins | CO | 02/2018 | Present |
1. 02/14/2018 - Oakridge II, LLC - Not Investment Related - 1336 Oakridge Drive, Fort Collins, CO - Other - Co-owner/member - Start Date 2003 - 3 Hours Per Month. 2. 2/6/2019 - Vision Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/02/1999 - 160 Hours Per Month During Securities Trading. 3. 9/3/2020 - Vision Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2020. 4. 3/30/2021 - No Business Name - Investment Related - Pflugerville TX 78660 - Real Estate Rental - 0 Hours Per Month - Own a condo in Pflugerville TX that is informally rented to daughter.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-10 |
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