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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Pocatello | ID | 01/2002 | 07/2025 |
| Lpl Financial Llc | Pocatello | ID | 07/2025 | Present |
1. 07/10/2025- Pacific Northwest Golf Association- Non-Profit Board Member- Not INV Related- At Tacoma, WA- Start date 05/15/2025- 2 Hours Per Month 2. 07/10/2025- Lazy Fade LLC- Real Estate Rental- INV Related- At Garden City, UT- Start date 10/01/2020- 12 Hours Per Month- 5 Hours During Trading 3. 07/10/2025- Advantage Plus Service Group LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/01/2007- 100 Hours Per Month- 100 Hours During Trading 4. 07/10/2025- Skywest Airlines- Outside/W-2 Employment- Not INV Related- At Saint George, UT- Start date 02/16/2016- 25 Hours Per Month- 12 Hours During Trading 5. 07/10/2025- Idaho Golf Association- Non-Profit Board Member- Not INV Related- At Boise, ID- Start date 01/01/2018- 5 Hours Per Month- 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-26 |
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