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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-27 |
| ID | RA | APPROVED | 2009-11-23 |
Branch Locations
1087 Erikson Drive, Rexburg, ID 83440 • United States
Beehive Credit Union 65 South Center, Rexburg, ID 83440 • United States
1650 East Sunnyside Rd., Idaho Falls, ID 83404 • United States
250 S State St., Rigby, ID 83442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beehive Federal Credit Union | Rexburg | ID | 06/2009 | Present |
| Lpl Financial Llc | Rexburg | ID | 07/2009 | Present |
1. 6/23/2009: BEEHIVE INVESTMENTS AND INSURANCE - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 3/4/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 03/09/2020 - 4 Hours Per Month/1 Hour During Securities Trading - Fixed annuity sales. 3. 9/30/2020 - Beehive Federal Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Chief Strategy Officer - Started 03/05/2015 - 16 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-28 |
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