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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westmark Credit Union | Idaho Falls | ID | 10/2016 | Present |
| Camping World | Idaho Falls | ID | 12/2014 | 10/2016 |
| Diamond B Specialties | Shelley | ID | 02/2005 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2016 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 11/2025 |
| Lpl Financial Llc | Idaho Falls | ID | 11/2025 | Present |
1. 11/2025 - Diamond B Specialties - Business Owner - Investment Related - Shelley, ID - Start Date 01/05/2016 - 40 Hrs/Mth/ 0 Hrs During Trading 2. 03/31/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Westmark Wealth Management - Investment Related - At Reported Business Location(s) - Start Date 11/18/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-10 |
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