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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-04-14 |
Branch Locations
1136 Jackson Blvd Ste 2, Rapid City, SD 57702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 06/2017 | 03/2018 |
| Wells Fargo Bank Na | Orlando | FL | 06/2009 | 09/2016 |
| Unemployed | Apopka | FL | 09/2016 | 05/2017 |
| Synergy Wealth Management | Maitland | FL | 06/2017 | 03/2018 |
| Lpl Financial Llc | Rapid City | SD | 02/2026 | Present |
| Black Hills Community Bank | Rapid City | SD | 04/2018 | 05/2019 |
| Unemployed | Rapid City | SD | 06/2019 | 06/2019 |
| Lloyd Companies | Rapid City | SD | 07/2019 | 12/2022 |
| Self Employed | Rapid City | SD | 01/2023 | Present |
1. 02/2026 - Intrinsic Advisor LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Rapid City, SD, 57701 - OBA Start Date: 05/16/2025 2. 02/2026 - More Abundantly LLC - Real Estate Rental - Inv Related - 8 Hour(s)/Month - 0 Hour(s) During Trading - Rapid City, SD, 57701 - OBA Start Date: 11/30/2020 3. 02/2026 - The Holding Company LLC - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Rapid City, SD, 57701 - OBA Start Date: 12/06/2022 4. 02/2026 - Partridge Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/23/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-13 |
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