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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-08 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| ND | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
101 W 18Th Street, Burley, ID 83318 • United States
710 Fillmore St Suite 300, Twin Falls, ID 83301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Twin Falls | ID | 06/2015 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Twin Falls | ID | 07/2015 | 07/2021 |
| Idaho Security Partners, Llc | Twin Falls | ID | 09/2015 | 05/2018 |
| B&E Scott Llc | Twin Falls | ID | 01/2016 | Present |
| Sips N Sweet Treats | Twin Falls | ID | 12/2016 | Present |
| B & E Scott Commercial Real Estate | Twin Falls | ID | 09/2017 | Present |
| Snake River Business Network | Twin Falls | ID | 01/2016 | 06/2019 |
| B&E Scott Addison Property Llc | Twin Falls | ID | 05/2020 | Present |
| B&E Scott Addison Property Llc | Twin Falls | ID | 05/2020 | Present |
| B&E Scott Fillmore Property Llc | Twin Falls | ID | 09/2020 | Present |
| Lpl Financial, Llc | Twin Falls | ID | 07/2021 | Present |
1. 07/21/2021 - B&E Scott Addison Property LLC - Investment Related - Home Based & TWIN FALLS, ID 83301 - Real Estate Rental - Co-owner - Started 05/27/2020 - 1 Hour Per Month. 2.07/21/2021 - Elevant Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 07/21/2021 - B&E Scott LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/12/2018. 4. 07/21/2021 - B&E Scott Fillmore Property LLC - Investment Related - Home Based & 710 Filmore St. Suite 300 Twin Falls, ID 83301 - Real Estate Rental - Owner - Started 11/06/2020 - 1 Hour Per Month. 5. 8/30/2021 - Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Started 08/13/2021 - 10 Hours Per Month During Securities Trading. 6. 11/09/2023 - Elevant Tax - Tax Prep/Accounting/CPA - Owner - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 15 Hours Per Month/ 10 Hours During Trading 7. 02/07/2024 - Modern Life - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Started: 1/30/2024 - 5 Hrs/mo During Trading 8. 04/12/2024 - Elevant Wealth LLC - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 1/30/2024 - 40 Hrs/Mo During Trading. 9. 07/01/2024 - Real Estate Rental - Investment Related - Twin Falls, ID - Start Date 06/15/2024 - 1 Hour Per Month/ 0 Hours During Trading 10) 05/08/2025 - Legacy Legal Counsel - Investment Related - Real Estate - At Reported Business Location(s) - Start Date : 05/12/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-17 |
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