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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-31 |
| ID | RA | APPROVED | 2022-01-03 |
Branch Locations
7930 Fairview Ave, Boise, ID 83704 • United States
1001 Caldwell Blvd, Nampa, ID 83651 • United States
210 N. 2Nd East Suite 101, Mountain Home, ID 83647 • United States
913 W River St, Ste 410, Boise, ID 83702 • United States
1150 N. 8Th Ave, Pocatello, ID 83201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Boise | ID | 03/2021 | Present |
| Corizon Health | Kuna | ID | 05/2015 | 10/2018 |
| Corizon Health | Boise | ID | 10/2018 | 01/2021 |
| Hofer Real Estate Llc | Mountain Home | ID | 06/2012 | Present |
| Ryan Valley | Boise | ID | 03/2021 | Present |
| Lpl Financial, Llc | Boise | ID | 07/2021 | Present |
1) 7/2021- WRI Investments- DBA for LPL Business (entity for LPL business)-inv. related-Boise, ID 2) 7/2021- Aaron Hofer - Non-Variable Insurance- inv. related- Boise, ID 3) 7/2012- Hofer Real Estate LLC- Business Entity For Tax/Investment Purposes Only- co-owner- Mckenna Dr. Mountain Home, ID- 1hr/mth 4) 01/03/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Start Date: 01/28/2022 - 1 Hour Per Month/1 Hour During Securities Trading. 5) 05/15/2023 - Haven Wealth Group, LLP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/10/2023 - 160 Hours Per Month/130 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-23 |
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