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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-07-21 |
Branch Locations
101 Ironwood Dr., Ste 232, Coeur D' Alene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Partners Capital Management, Llc | Cheyenne | WY | 02/2012 | 10/2016 |
| Liberty Partners Financial Services, Llc | Bakersfield | CA | 07/2010 | 10/2016 |
| Waddell & Reed, Inc | Coeur D'ALene | ID | 10/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Athol | ID | 10/2016 | 07/2021 |
| Tyler Simon-Notary | Coeur D'ALene | ID | 12/2013 | 07/2021 |
| Lpl Financial Llc | Coeur D' Alene | ID | 07/2021 | Present |
10/2016-PRESENT, VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES, ATHOL, ID, INSURANCE SALES, INVEST-RELATED, INSURANCE AGENT. 12/2013-PRESENT, TYLER SIMON-NOTARY, COEUR D-ALENE, ID, NOT INVESTMENT RELATED, POSITION-NOTARY, NOTARY, 0 HOURS PER MONTH, 0 HOURS MONTHLY DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-18 |
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