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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
| WY | RA | APPROVED | 2025-05-15 |
Branch Locations
6523 Yellowstone Road, Cheyenne, WY 82009 • United States
114 E 7Th Ave, Cheyenne, WY 82001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado Christian University | Lakewood | CO | 08/2015 | 05/2019 |
| General Assembly | Denver | CO | 10/2016 | 05/2018 |
| Teds Montana Grill | Lakewood | CO | 04/2016 | 11/2016 |
| Northwestern Mutual | Lakewood | CO | 05/2018 | 09/2018 |
| Dominos | Lakewood | CO | 05/2018 | 10/2019 |
| Fidelity Brokerage Services Llc | Greendwood Village | CO | 10/2019 | 08/2020 |
| Thrivent Investment Management Inc | Greenwood Village | CO | 09/2020 | 02/2022 |
| Thrivent Financial | Appleton | WI | 09/2020 | 11/2020 |
| Thrivent Financial | Appleton | WI | 11/2020 | 02/2022 |
| Blue Federal Credit Union | Fort Collins | CO | 03/2022 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 03/2022 | 05/2025 |
| Lpl Financial Llc | Cheyenne | WY | 05/2025 | Present |
1- 05/15/2025 - Investments at Blue - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-17 |
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