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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-05 |
Branch Locations
4703 Boardwalk Dr Bldg B Ste 1, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broadridge | Denver | CO | 01/2023 | 01/2024 |
| Unemployed | Phoenix | AZ | 05/2022 | 12/2022 |
| Rocket Mortgage | Phoenix | AZ | 10/2020 | 05/2022 |
| Union Home Mortgage | Phoenix | AZ | 02/2020 | 10/2020 |
| Nationstar Mortgage | Chandler | AZ | 06/2019 | 01/2020 |
| Us Bank | Richfield | MN | 02/2015 | 08/2017 |
| Unemployed | Duluth | MN | 08/2017 | 06/2019 |
| Lpl Financial Llc | Fort Collins | CO | 01/2024 | Present |
1) 01/2024 - Retirement & Estate Advisors / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-02 |
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