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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-27 |
| TX | RA | APPROVED | 2024-03-27 |
Branch Locations
8400 E Prentice Ave, Ste 1010, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preferred Pools | Upland | CA | 06/2017 | 10/2017 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 11/2017 | 03/2024 |
| California State University | San Bernardino | CA | 03/2016 | 06/2017 |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 08/2021 | 03/2024 |
| Lpl Financial | Denver | CO | 03/2024 | Present |
| Everest Wealth Advisors | Greenwood Village | CO | 03/2024 | Present |
03/2024 / Everest Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s) 03/2024 / Playing The Mind / Website Blog / Writer / 2 hrs mth / 0 hrs during trading / Start date: 07/01/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-30 |
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