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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | Boise | ID | 11/2015 | 06/2018 |
| Farmers Financial Solutions | Boise | ID | 11/2015 | 06/2018 |
| Edward Jones | St.LOuis | MO | 06/2018 | 05/2020 |
| Ameriprise Financial Services, Llc | Meridian | ID | 05/2020 | 01/2024 |
| Lpl Financial Llc | Meridian | ID | 01/2024 | Present |
1) 09/2023 - GRANITE FINANCIAL MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 07/17/2024 - BCA - Non-Variable Insurance - Insurance Producer - Investment Related - At Reported Business Location(s) - Start Date 07/11/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-31 |
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