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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-08-05 |
Branch Locations
413 Sw Fifth Ave. Ste 100, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Boise | ID | 10/2017 | 05/2019 |
| Ubs Financial Services Inc | Boise | ID | 07/2015 | 10/2017 |
| John Hepworth | Boise | ID | 05/2019 | 07/2021 |
| Northwestern Mutual Investment Services Llc | Boise | ID | 05/2019 | 07/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2019 | 07/2021 |
| Morgan Stanley | Boise | ID | 08/2021 | 09/2022 |
| U.S. Bancorp Investments, Inc. | Boise | ID | 12/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Nampa | ID | 02/2026 | 08/2026 |
| Lpl Financial | Meridian | ID | 08/2026 | Present |
1. 08/2026 - Prospera Financial Planning LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 40 Hour(s)/Month – 40 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/5/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-24 |
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