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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-08-06 |
| TX | RA | APPROVED_RES | 2024-08-05 |
Branch Locations
105 E. Idaho Ave, Meridian, ID 83642 • United States
708 N. 21St Ave, Caldwell, ID 83605 • 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 |
|---|---|---|---|---|
| Sagepoint Financial | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Meridian | ID | 09/2023 | 08/2024 |
| Lpl Financial Llc | Meridian | ID | 08/2024 | Present |
1) 07/12/2024 - Trillium Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 120 Hours per month. 2) 07/12/2024 - SPWG LLC - Real Estate Rental - Co-owner - ID 83646 - Investment related - Start date: 08/08/2021. 3) 07/12/2024 - Mayer Capital Management - Business Entity For Tax/Investment Purposes Only - Sole owner - ID 83646 - Non investment related - 120 Hours per month - Start date: 12/06/2011.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-21 |
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