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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| P.F Changs | Lone Tree | CO | 11/2017 | 02/2025 |
| Boondocks Food And Fun Center | Parker | CO | 01/2017 | 11/2017 |
| Full Time Education | Parker | CO | 06/2014 | 01/2017 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2024 | 04/2025 |
| Lpl Financial | La Junta | CO | 06/2025 | Present |
1 - 05/2025 - Trailblaze Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-25 |
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