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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-17 |
Branch Locations
8000 S Chester Street Suite 325, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities / Wholesale Division | New York | NY | 02/2016 | 09/2016 |
| Ameritas Investment Corp | Lincoln | NE | 09/2016 | 11/2017 |
| Heartland Financial | Dubuque | IA | 11/2017 | 05/2019 |
| Lpl Financial Llc | Denver | CO | 07/2018 | 05/2019 |
| Citywide Banks | Denver | CO | 10/2017 | 05/2019 |
| Gwfs Equities, Inc | Greenwood Village | CO | 06/2019 | 01/2020 |
| American United Life | Greenwood Village | CO | 01/2020 | 01/2025 |
| Oneamerica Securities | Greenwood Village | CO | 02/2020 | 01/2025 |
| Voya Financial Partners, Llc | Parker | CO | 01/2025 | 05/2026 |
| Voya | Parker | CO | 01/2025 | 05/2026 |
| Rental Property | Parker | CO | 10/2008 | 10/2025 |
| Lpl Enterprise Llc | Englewood | CO | 06/2026 | Present |
1. 06/15/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Parker CO - Inv Related – OBA Start Date: 06/10/2026 – 160 Hour(s)/Month – 160 Hour(s) During Trading 2. 06/15/2026 - Timothy Weishaar, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Parker CO - Inv Related – OBA Start Date: 06/10/2026 – 160 Hour(s)/Month – 160 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-27 |
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