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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkland Securities Company | Ann Arbor | MI | 01/2015 | 12/2017 |
| Spc/ Bander Investments | Ann Arbor | MI | 01/2015 | 12/2017 |
| Massmutual Life Insurance Company | Idaho Falls | ID | 12/2017 | 08/2024 |
| Mml Investors Services, Llc | Idaho Falls | ID | 01/2018 | 08/2024 |
| Lpl Financial Llc | Idaho Falls | ID | 08/2024 | Present |
1) 07/12/2024 - Tibbittss Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 80 Hours per month. 2) 07/12/2024 - Bonneville Country Treasurer - Country Government Non-Profit - ID 83402 - Non investment related - 80 Hours per month - Start date: 01/01/2023. 3) 07/12/2024 - Alpine Castle Lake Insurance - Non-Variable Insurance - Property & Casualty - P & C Insurance - Idaho 83404 - Investment related - 8 Hours per month - Start date: 12/07/2017. 4) 07/12/2024 - Notary - ID 83404 - Non investment related - Start date: 07/01/2010.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-04 |
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