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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- Derig Properties LLC - Real Estate Rental- Property Co-owner - Inv. Related- Boise, ID - start date 6/27/2017/ 1hr/mth 2) 11/2024- HEADWATERS WEALTH MANAGEMENT, LLC - DBA for LPL Business - INV RELATED- BOISE, ID - start date 10/24/2024- 1200hrs/mth 2) 11/2024- DE RIG, LLC - -Business Entity For Tax/Investment Purposes Only - Sole owner - INV RELATED -BOISE, ID, - start date 10/24/2024- 4hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-25 |
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