Teri Lynn Ploharz-bolling

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2010-01-04

ID RA
APPROVED

Since 2010-01-04

Branch Locations

230 Johnson Avenue, Orofino, ID 83544 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	Orofino	ID	11/2009	Present

11/2009 → Present

Lpl Financial, Llc

Orofino, ID

Other Businesses

1. 11/7/2018 - Camas Financial Services, LLC - DBA: Camas Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2010 - 150 Hours Per Month/8 Hours During Securities Trading. 2. 2/10/2023 - 2BHoldings, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Owner/Partner - Start Date 12/22/2021 - 8 Hours Per Month/0 Hours During Securities Trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-12-17
S63	Uniform Securities Agent State Law Examination	2004-12-03

S65 Uniform Investment Adviser Law Examination

2009-12-17
S63 Uniform Securities Agent State Law Examination

2004-12-03

Other Names

Teri Lynn Ploharz
Teri Bolling

View on SEC IAPD