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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-01-06 |
| ID | RA | APPROVED | 2007-08-29 |
Branch Locations
1087 W River St Ste 320, Boise, ID 83702-9108 • United States
Boise, ID • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Boise | ID | 08/2007 | Present |
1. 06/20/2007: NO BUSINESS NAME - INV REL - 1555 SHORELINE DR STE 210, BOISE, ID 83702-9108 - NON-VARIABLE INSURANCE - 2% OF TIME SPENT - SERVICING AND OCCASIONALLY SELLING HEALTH INSURANCE 2. 01/31/2011: NO BUSINESS NAME - INV REL - 1555 SHORELINE DR STE 210, BOISE, ID 83702-9108 - NON-VARIABLE INSURANCE - 1% OF TIME SSPENT - LTD POLICY FOR IDAHO SPORTS MEDICINE WITH RELIANCE STANDARD 3. 04/11/2013: GMLANFEAR INC - FOR ACCOUNTING PURPOSES ONLY - NO TIME SPENT - SET UP S CORP WITH THIS NAME SO THAT COMMISSIONS WILL BE SWEPT TO THIS NEW BANK ACCOUNT 4. 12/03/2015 * Non-Variable Insurance * Inv rel * at reported business location(s) * start 11/17/15 * 4 hrs/mo; 4 hrs/mo during secs trdg hrs. 5. 11/28/2018 - 3900 Overland LLC - Investment Related - Boise, ID 83705 & 83713 - Real Estate Rental - Started 06/01/2017 - 0 Hours Per Month - LLC that owns several commercial real estate properties. 6. 4/11/2019 - 412 Center LLC - Investment Related - Pocatello ID 83204 - Real Estate Rental - Started 03/26/2019 - 0 Hours Per Month. 7. 7/2/2020 - Shoreline Mortgage, Inc - Not Investment Related - At Reported Business Location(s) - Mortgage/Real Estate Services - Owner - Started 12/30/2010 - 2 Hours Per Month/1 Hour During Securities Trading - Several loan officers originate loans under Shoreline. 8. 10/13/2021 - No Business Name - Investment Related - BOISE IDAHO - Real Estate Rental - Started 09/01/1998 - 0 Hours Per Month 9. 01/08/2024 - Real Estate Rental - Investment Related - Bozeman, MT - Start Date 08/18/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-13 |
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