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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-31 |
| CO | RA | APPROVED | 2025-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 12/2016 | 04/2025 |
| 2914 Coffee | Denver | CO | 09/2015 | 11/2016 |
| Unemployed | Aurora | CO | 04/2025 | 10/2025 |
| Lpl Financial Llc | Denver | CO | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-10 |
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