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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-17 |
| WA | RA | APPROVED | 2022-05-20 |
Branch Locations
101 W Ironwood Dr Ste 232, Coeur D Alene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverside School District | Colbert | WA | 08/2016 | 08/2021 |
| Lpl Financial, Llc | Coeur D' Alene | ID | 08/2021 | Present |
1. 10/04/2021 - WRI INVESTMENTS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ At Reported Business Location(s) 2. 03/31/2026 - Amann Financial Planning LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/24/2026 - 160 hours per month/ 80 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-15 |
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