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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Arcata | CA | 08/2011 | 09/2017 |
| Lyon Real Estate | Sacramento | CA | 09/2015 | 10/2016 |
| Cbre, Inc | Sacramento | CA | 10/2016 | 06/2017 |
| Cbre, Inc | Denver | CO | 06/2017 | 11/2020 |
| World Financial Group, Inc | Greenwood Village | CO | 09/2017 | 04/2021 |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2018 | 04/2021 |
| Lion Street Financial | Boulder | CO | 04/2022 | 04/2023 |
| Unemployed | Broomfield | CO | 11/2020 | 02/2022 |
| Randstad | Boulder | CO | 02/2022 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boulder | CO | 08/2023 | 07/2026 |
| Sps North America | Boulder | CO | 02/2022 | 03/2022 |
| Csu Humboldt | Arcata | CA | 01/2017 | 07/2018 |
| Unemployed | Longmont | CO | 04/2023 | 08/2023 |
| Impact Wealth | Boulder | CO | 01/2023 | 04/2023 |
| Teegarden Financial | Boulder | CO | 04/2022 | 12/2022 |
| Lpl Financial Llc | Boulder | CO | 07/2026 | Present |
| Elevations Credit Union | Boulder | CO | 07/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Elevations Wealth Management Services - Inv Rel - At Reported Business Location (s) - Start Date : 07/2026 2. 07/2026 –Elevations Credit Union – Financial Institution Duty – Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Boulder CO 80301 – OBA Start Date: 07/30/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-07 |
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