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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-03-17 |
| ID | RA | APPROVED | 2009-06-03 |
Branch Locations
3511 S 25Th E, Ammon, ID 83406-6101 • United States
3195 Snake River Pkwy, Idaho Falls, ID 83402 • United States
1012 Yellowstone Avenue, Pocatello, ID 83201 • United States
1729 East Seltice Way, Post Falls, ID 83854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Ammon | ID | 01/2009 | Present |
1. 11/1/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/30/2019 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-15 |
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