Joseph Edwin Stevens

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2022-08-19

ID RA
APPROVED

Since 2022-08-19

Branch Locations

Twin Falls, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Waddell & Reed, Inc.	Twin Falls	ID	07/2016	05/2018
Trupurity Llc	Hansen	ID	01/2016	Present
Various Insurance Carriers For W & R Insurance Agencies	Twin Falls	ID	11/2016	05/2018
U.S. Bancorp Investments, Inc.	Twin Falls	ID	08/2018	08/2022
Lpl Financial Lllc	Twin Falls	ID	08/2022	Present

07/2016 → 05/2018

Waddell & Reed, Inc.

Twin Falls, ID
01/2016 → Present

Trupurity Llc

Hansen, ID
11/2016 → 05/2018

Various Insurance Carriers For W & R Insurance Agencies

Twin Falls, ID
08/2018 → 08/2022

U.S. Bancorp Investments, Inc.

Twin Falls, ID
08/2022 → Present

Lpl Financial Lllc

Twin Falls, ID

Previous Registrations

2018-08-13 → 2022-08-25

U.S. Bancorp Investments, Inc.

Twin Falls, ID

Jerome, ID

Buhl, ID

Burley, ID

Filer, ID

Twin Falls, ID

Idaho Falls, ID

Rigby, ID

Rexburg, ID

Shelley, ID

Idaho Falls, ID

Burley, ID

Blackfoot, ID

Preston, ID

Pocatello, ID

Pocatello, ID

Montpelier, ID

American Falls, ID

Soda Springs, ID

Malad City, ID
2017-05-01 → 2018-05-24

Waddell & Reed

Idaho Falls, ID

Twin Falls, ID

Seattle, WA

Other Businesses

1)08/19/2022 - Trupurity LLC- Retail Sales - owner, President- non-inv. related- Twin Falls, ID - start date 01/01/2016- 20 hours/month 2) 09/10/2025 - True North Premier Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/05/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-04-29

S66 Uniform Combined State Law Examination

2017-04-29

View on SEC IAPD