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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 |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 01/2007 | 01/2018 |
| Ameriprise Financial Services Inc | Meridian | ID | 01/2018 | 01/2024 |
| Lpl Financial Llc | Meridian | ID | 01/2024 | Present |
1) 11/2023 - GRANITE FINANCIAL MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 09/2023 - GRANITE FINANCIAL - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 3) 11/2023 - Granite Real Estate LLC - Business Owner - Non-inv. Related - Meridian, ID - Owner - Start Date 06/01/2020 - 1hr/month - 1% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-23 |
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