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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-11-07 |
| TX | RA | APPROVED_RES | 2023-11-06 |
Branch Locations
1110 W Park Place Ste 212, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Coeur D'ALene | ID | 09/2015 | 06/2017 |
| Wells Fargo Clearing Services Llc | Coeur D'ALene | ID | 09/2017 | 10/2018 |
| Kestra Investment Services, Llc | Hayden | ID | 10/2018 | 11/2023 |
| Kestra Advisory Services, Llc | Hayden | ID | 10/2018 | 11/2023 |
| Lpl Financial Llc | Coeur D'ALene | ID | 11/2023 | Present |
1) 10/2023 - Durbin Enterprise / Business Entity For Tax/Investment Purposes Only / Inv. Related / Start date 11/06/2023 2) 10/2023 - Silver Pine Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 3) 10/2023 - Real Estate/ Realtor- Agent only / Mortgage/Real Estate Services / Inv. Related / Post Falls, ID / Start date 11/06/2023 5 Hrs per month - 5 %Time Spent 4) 11/06/2023 - Non-Variable Insurance / Inv. Related / At Reported Business Location(s) / Start date 11/06/2023 - 10 Hrs per month - 10 %Time Spent 5) 11/06/2023 - Notary / Inv. Related / At Reported Business Location(s) / Start date 11/06/2023 - 1 Hrs per month - 5 %Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-10 |
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