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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-09 |
| ID | RA | APPROVED | 2018-06-01 |
Branch Locations
3393 Merlin Drive, Suite C, Idaho Falls, ID 83404 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Idaho Falls | ID | 06/2010 | 06/2018 |
| Lpl | Idaho Falls | ID | 05/2018 | Present |
1. 6/29/2018 - Sandhills Wealth Mgmt - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:06/01/2018 - 160 Hours Per Month/8 Hours During Trading 2. 08/14/2023 - Sandhills Capital LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/28/2023 - 80 Hours Per Month/ 65 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-13 |
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