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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-10-14 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Highlands Ranch | CO | 03/2008 | 11/2016 |
| Usaa Financial Advisors Inc | Colorado Springs | CO | 04/2017 | 03/2019 |
| Unemployed | Englewood | CO | 11/2016 | 04/2017 |
| Colorado State University Global Campus | Greenwood Village | CO | 03/2019 | 06/2019 |
| Unemployed | Parker | CO | 06/2019 | 09/2019 |
| Lpl Financial, Llc | Parker | CO | 09/2019 | 02/2024 |
| Western Wealth Management Llc | Parker | CO | 03/2021 | 02/2024 |
| Edward Jones | St. Louis | MO | 05/2024 | 09/2025 |
| Unemployed | Parker | CO | 03/2024 | 05/2024 |
| First Interstate Bank | Meridian | ID | 10/2025 | Present |
| Lpl Financial | Meridian | ID | 10/2025 | Present |
1. 10/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Interstate Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date :10/2025 2. 11/17/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Interstate Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/17/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-13 |
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