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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2003-10-27 |
Branch Locations
1605 S. Woodruff Ave., Ste. A, Idaho Falls, ID 83404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Idaho Falls | ID | 07/2003 | Present |
1. 03/20/2006 - Groberg Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 01/27/2014 - Bank of Commerce - INV REL - Non-Profit Board Member - 3% TIME SPENT - I have been asked to be on the board of directors of a local bank.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-28 |
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