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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2016-10-20 |
Branch Locations
2201 N Fitzsimons Parkway, Aurora, CO 80045 • United States
Centennial, CO • United States
751 Chambers Road, Aurora, CO 80011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Aurora | CO | 12/1998 | Present |
| Investment Planning Center | Aurora | CO | 08/2000 | Present |
1. 8/17/2000 - INVESTMENT PLANNING CENTER - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 1/9/2003 - No Business Name - Investment Related - Tax Prep/Accounting/CPA - TAX PREPARATION. 3. 09/03/2019 - Bright Health - Investment related - At reported business location(s) - Non-Variable Insurance - start date:09/30/2019 - 40 hrs/mo - 15 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-01-21 |
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