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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-24
  • CO RA
    APPROVED
    Since 2026-06-24

Branch Locations

605 25 Rd Ste 201, Grand Junction, CO 81505 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student- University Of Houston Houston TX 08/2016 12/2016
Texas Traditions Katy TX 12/2016 07/2017
Tad's Louisiana Kitchen Katy TX 07/2017 05/2018
Texas Traditions Katy TX 05/2018 05/2019
4Ur Ranch Creede CO 05/2019 09/2019
Unemployed Katy TX 09/2019 05/2020
4Ur Ranch Creede CO 05/2020 09/2020
Unemployed Grand Junction CO 09/2020 05/2021
Goat And Clover Tavern Grand Junction CO 05/2021 05/2025
Logic Wealth Strategies - Dba For Lpl Business Grand Junction CO 05/2023 Present
Lpl Financial Llc Grand Junction CO 02/2026 Present
  • 08/2016 → 12/2016
    Student- University Of Houston
    Houston, TX
  • 12/2016 → 07/2017
    Texas Traditions
    Katy, TX
  • 07/2017 → 05/2018
    Tad's Louisiana Kitchen
    Katy, TX
  • 05/2018 → 05/2019
    Texas Traditions
    Katy, TX
  • 05/2019 → 09/2019
    4Ur Ranch
    Creede, CO
  • 09/2019 → 05/2020
    Unemployed
    Katy, TX
  • 05/2020 → 09/2020
    4Ur Ranch
    Creede, CO
  • 09/2020 → 05/2021
    Unemployed
    Grand Junction, CO
  • 05/2021 → 05/2025
    Goat And Clover Tavern
    Grand Junction, CO
  • 05/2023 → Present
    Logic Wealth Strategies - Dba For Lpl Business
    Grand Junction, CO
  • 02/2026 → Present
    Grand Junction, CO
Other Businesses

1)01/29/2026 - Logic Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-23
  • S66 Uniform Combined State Law Examination
    2026-06-23
Other Names
  • Clare Swindell

View on SEC IAPD

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