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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Northglenn | CO | 10/2017 | 09/2018 |
| Playmakers Basketball Club | Denver | CO | 05/2015 | 09/2017 |
| Farmers Financial Solutions | Northglenn | CO | 10/2017 | 09/2018 |
| Edward Jones | Lafayette | CO | 09/2018 | 12/2019 |
| Waddell & Reed, Inc. | Fort Collins | CO | 01/2020 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Lafayette | CO | 01/2020 | Present |
| Anthony Cisneros | Fort Collins | CO | 01/2020 | Present |
| Basketball Player Development/Training | Lafayette | CO | 10/2018 | Present |
| Lpl Financial Llc | Fort Collins | CO | 07/2021 | Present |
1- 01/2017 / Anthony Urrutia - Basketball Player Developmen / Business Owner / Non Investment Related / Fort Collins, CO 2- 03/17/2022 - Trilogy Wealth Management- Investment Related - 1345 Plaza Court North Lafayette, CO 80026 - DBA for LPL Business (entity for LPL business) - Start Date - 03/11/2022 - 170 Hours Per Month/110 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
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