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David Burke Hansen

LPl Financial LLC

Boulder, CO

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-05
CO RA APPROVED 2023-02-22
  • TX RA
    APPROVED
    Since 2023-04-05
  • CO RA
    APPROVED
    Since 2023-02-22

Branch Locations

4430 Arapahoe Ave Ste 210, Boulder, CO 80303-1100 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Linsco Private Ledger Boulder CO 11/2005 Present
Meridian Wealth Management Boulder CO 05/2012 Present
  • 11/2005 → Present
    Linsco Private Ledger
    Boulder, CO
  • 05/2012 → Present
    Meridian Wealth Management
    Boulder, CO
Previous Registrations
  • 2012-05-30 → 2023-03-16
    Meridian Wealth Management Llc
    Boulder, CO
  • 2000-11-01 → 2005-12-05
    Ubs Financial Services Inc.
    Boulder, CO
Other Businesses

1. 1/10/2007: DBA ONLY - MERIDIAN WEALTH MANAGEMENT - BOULDER, CO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-15
S63 Uniform Securities Agent State Law Examination 1984-02-27
  • S65 Uniform Investment Adviser Law Examination
    1999-11-15
  • S63 Uniform Securities Agent State Law Examination
    1984-02-27

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
UBS FINANCIAL SERVICES INC.
ROBERT W. BAIRD & CO. INCORPORATED
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
ENDEAVOR PRIVATE WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

JOHN DAVID TERRION
Amy Lynn Crenshaw
SYDNEY ALEXIS CLAYTON
DIANE JANET SOUCHERAY
LYNNE M GRIMSON
Meagan E Belford
MICHAEL WAYNE NORVELL
JAMES ALMANDO SCATENA

Other Offices

RBC CAPITAL MARKETS, LLC · BOULDER, CO
UBS FINANCIAL SERVICES INC. · BOULDER, CO
UBS FINANCIAL SERVICES INC. · Boulder, CO
ROBERT W. BAIRD & CO. INCORPORATED · Boulder, CO
J.P. MORGAN SECURITIES LLC · BOULDER, CO
MORGAN STANLEY · Boulder, CO
ENDEAVOR PRIVATE WEALTH, INC. · BOULDER, CO
ENDEAVOR PRIVATE WEALTH, INC. · Boulder, CO

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