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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-12-16 |
Branch Locations
1146 Eastland Dr N, Twin Falls, ID 83301-8941 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Checks & Balances | Twin Falls | ID | 06/2019 | 07/2021 |
| Waddell & Reed | Twin Falls | ID | 06/2018 | 07/2021 |
| Personnel Plus | Twin Falls | ID | 12/2017 | 06/2018 |
| Rollingstone Dairy | Kimberly | ID | 05/2016 | 01/2018 |
| Lpl Financial Llc | Twin Falls | ID | 07/2021 | 07/2022 |
| Lpl Financial Llc | Twin Falls | ID | 07/2022 | Present |
1)7/2022- WRI Investments- DBA for LPL Business (entity for LPL business)- inv. related- TWIN FALLS, ID 2) 7/2022- Melanie Andrus - Notary- non-inv. related- Twin Falls, ID- start date 10/02/2020- .5hrs/mth 3) 7/2022- Real Estate Rental- owner- inv. related- 1076 Lakewood Dr. Twin Falls, ID - start date 12/1/2020- 1hr/mth 4) 01/10/2024 - Non-Investment Related - Twin Falls, ID - Other - Property Manager - Started: 7/1/2023 - 10 Hrs/mo; 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-08 |
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