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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-23 |
| ID | RA | APPROVED | 2020-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anytime Fitness | Fountain Hills | AZ | 04/2019 | 08/2019 |
| Grand Canyon University | Phoenix | AZ | 08/2017 | 04/2020 |
| Unemployed | Fountain Hills | AZ | 08/2016 | 08/2017 |
| Lpl Financial, Llc | Idaho Falls | ID | 04/2020 | Present |
| Waddell & Reed, Inc | Idaho Falls | ID | 06/2018 | 08/2018 |
1) 06/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - DESERT WEALTH MANAGEMENT INC - INVESTMENT RELATED - IDAHO FALLS, ID 83401 2) 08/30/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Podcast Host - Start Date: 09/30/2021 - 12 Hours Per Month/4 Hours During Securities Trading - Financial Fitness For Young Professionals Podcast. 3) 06/27/2022 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 06/23/2022 - 2 Hours Per Month/ 1 Hours During Securities Trading. 4) 10/31/2024 - Isabelle Roethe Financial Solutions Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/25/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
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