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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Grangeville | ID | 09/2012 | 09/2019 |
| Summit Financial Group Inc | Grangeville | ID | 03/2017 | 04/2020 |
| Cetera Advisor Networks Llc | Grangeville | ID | 09/2019 | 04/2020 |
| Lpl Financial | Grangeville | ID | 05/2020 | Present |
1)04/2010 - BUSINESS OWNER - SALMON CANYON RANCH, LLC - 1% - INVESTMENT RELATED - KAUETRVILLE, ID 2)05/2006 - REAL ESTATE RENTAL - TOOR LLC - 106 WEST MAIN STREET GRANGEVILLE, ID 83530 - 1% - INVESTEMENT RELATED - GRANGEVILLE, ID
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-22 |
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