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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Spokane | WA | 11/2013 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coeur D'ALene | ID | 04/2022 | 02/2025 |
| Bank Of America, N.A | Coeur D Alene | ID | 06/2022 | 02/2025 |
| Lpl Financial | Spokane | WA | 02/2025 | Present |
1- 02/2025 / Magnolia Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-15 |
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