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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED | 2024-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Express Financial Advisors | Boise | ID | 01/2000 | 12/2023 |
| Ids Life Insurance Company | Boise | ID | 01/2000 | 01/2024 |
| Lpl Financial Llc | Boise | ID | 01/2024 | Present |
| Ameriprise Financial Services Llc | Boise | ID | 01/2000 | 01/2024 |
1- 12/2023 / GRANITE FINANCIAL MANAGEMENT / DBA for LPL Business (entity for LPL business) / Investment Related 2- 12/2023 / Real Estate Rental / Investment Related / start date 04/01/1992 3- 12/2023 / Calderwood Properties LLC / Real Estate Rental / start date 03/1/2006
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 2000-03-13 |
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