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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-29 |
Branch Locations
8000 S Chester Street Suite 325, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Colorado Springs | CO | 09/2015 | 09/2016 |
| 711 | Colorado Springs | CO | 09/2017 | 12/2017 |
| Student | Colorado Springs | CO | 01/2017 | 08/2018 |
| University Of Colorado Colorado Springs | Colorado Springs | CO | 08/2018 | 08/2019 |
| Student | Boulder | CO | 08/2019 | 05/2021 |
| Target | Boulder | CO | 05/2021 | 09/2021 |
| Dominos | Boulder | CO | 11/2021 | 11/2021 |
| Student | Colorado Springs | CO | 11/2021 | 07/2023 |
| Atmosphere Gastropub | Colorado Springs | CO | 07/2023 | 08/2023 |
| Northwestern Mutual | Colorado Springs | CO | 08/2023 | 06/2024 |
| Us Army Reserves | Colorado Springs | CO | 12/2023 | Present |
| Academy Bank | Colorado Springs | CO | 04/2025 | 05/2025 |
| Student | Colorado Springs | CO | 01/2015 | 05/2018 |
| Student | Colorado Springs | CO | 08/2018 | 08/2025 |
| Student | Boulder | CO | 08/2019 | 12/2023 |
| Lpl Enterprise Llc | Englewood | CO | 09/2025 | Present |
1. 09/09/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Colorado Springs, CO - INV REL - Start Date 09/09/2025 - 160hrs/mth | 160hrs during trading 2. 09/09/2025 - WYATT SIGFRED BOHREN N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Colorado Springs, CO - INV REL - Start Date 09/09/2025 - 160hrs/mth | 160hrs during trading 3. 09/12/2025 - US Army Reserves - Outside/W-2 Employment - Fort Carson, CO - NOT INV REL - Start Date 12/22/2023 - 24 HRS/MO | 0 HRS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-29 |
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