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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Walnut Creek | CA | 07/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 11/2016 | 05/2020 |
| Ameriprise Financial Services, Llc | Meridian | ID | 05/2020 | 01/2024 |
| Lpl Financial Llc | Meridian | ID | 01/2024 | Present |
1) 09/2023 - 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 - Gavin Licht Business LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - BOISE, ID - Owner - Start Date 01/01/2022 - 0hrs/month - 0% time spent 3) 09/2023 - ART COURT LLC - Real Estate Rental - Inv. Related - BOISE, ID 83714 - Owner - Start Date 02/01/2017 - 1hr/month - 1% time spent 4) 09/2023 - OVERLAND 36LLC - Real Estate Rental - Inv. Related - BOISE, ID 83714 - Owner - Start Date 02/01/2017 - 2hrs/month - 1% time spent 5) 09/2023 - OVERLAND 10 LLC - Real Estate Rental - Inv. Related - BOISE, ID 83714 - Owner - Start Date 05/20/2018 - 2hrs/month - 1% time spent 6) 09/2023 - OVERLAND 49 LLC - Real Estate Rental - Inv. Related - BOISE, ID 83714 - Owner - Start Date 06/05/2018 - 2hrs/month - 1% time spent 7) 09/2023 - REAL ESTATE RENTAL - Real Estate Rental - Inv. Related - BOISE, ID 83714 - Owner - Start Date 06/27/2018 - 2hrs/month- 1% time spent 8) 09/2023 - REAL ESTATE RENTAL - Real Estate Rental - Inv. Related - BOISE, ID 83714 - Owner - Start Date 06/20/2022 - 2hrs/month - 1% time spent 9) 06/12/2024 - Delaware Ave Nampa - Inv Related - 24218 Delaware Ave Nampa, ID - Real Estate Rental - Started: 4/17/2024 - 5 Hrs/Mo; 0 Hr During Trading. 10) 06/12/2024 - Delaware Ave Nampa - Inv Related - 24220 Delaware Ave Nampa, ID - Real Estate Rental - Started: 4/17/2024 - 5 Hrs/Mo; 0 Hr During Trading. 11) 10/09/2024 - 1000 S Denver - Real Estate Rental - Investment Related - Boise, ID - Start Date 07/29/2024 - 5 Hours per Month/ 0 Hours During Trading 12) 03/12/2025 - 1534 8th NW LLC - Investment Related - Real Estate Rental - Meridian ID - Start Date:03/07/2025 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-20 |
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