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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-11-11 |
| TX | RA | APPROVED | 2024-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boise | ID | 10/2014 | 11/2024 |
| Lpl Financial Llc | Boise | ID | 11/2024 | Present |
1) 11/2024- HEADWATERS WEALTH MANAGEMENT, LLC -DBA for LPL Business (entity for LPL business)- INV RELATED- BOISE,ID- START 10/2014 2) 11/2024- -GRANT STREET LLC - Business Entity For Tax/Investment Purposes Only- Sole Owner - INV RELATED - BOISE, ID - START 10/24/2014- 162 hrs/ mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-17 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
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