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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-26 |
| CO | RA | APPROVED | 2024-09-19 |
Branch Locations
3535 American Drive Innovative Fin. Mgmt, Colorado Springs, CO 80917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Colorado Springs | CO | 06/2016 | 05/2017 |
| Lpl Financial | Colorado Springs | CO | 06/2017 | Present |
1. Innovative Financial Management, Inc / DBA for LPL Business (entity for LPL business) / 100% / Colorado Springs, CO 2. 12/3/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Start Date: 11/23/2020 - 1 Hour Per Month/1 Hour During Securities Trading. 3. 07/19/2024 - Other - Baskin Robbins Local Franchise - Co-Owner - Not Investment Related - 1343 Interquest Pkwy, Colorado Springs, CO 80921 - Start Date 09/02/2024 - 30 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-18 |
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