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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-03-10 |
| WA | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED_RES | 2025-03-07 |
Branch Locations
5660 E Franklin Rd Ste 321-5, Nampa, ID 83687 • United States
7525 Se 24Th Street Suite 110, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Byui | Rexburg | ID | 03/2016 | 12/2017 |
| Emperium | Rexburg | ID | 12/2017 | 12/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2019 | 09/2023 |
| Northwestern Mutual Investment Services Llc | Boise | ID | 11/2019 | 01/2020 |
| Brigham Young University-Id | Rexburg | ID | 09/2012 | 07/2018 |
| Northwestern Mutual Investment Services Llc | Nampa | ID | 01/2020 | 09/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2021 | 09/2023 |
| Raymond James Financial Services, Inc. | Eagle | ID | 09/2023 | 03/2025 |
| Bridgeway Wealth Services | Eagle | ID | 09/2023 | 03/2025 |
| Raymond James Financial Services Advisors, Inc. | Eagle | ID | 03/2024 | 03/2025 |
| Lpl Enterprise Llc | Mercer Island | WA | 03/2025 | Present |
1.02/13/2025 - N/A Non-Variable Insurance - Non-Variable Insurance - INV REL - Nampa, ID - Start Date 02/25/2025 - 20hrs/MTH 2.02/13/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Nampa, ID - Start Date 02/13/2025 - 160hrs/MTH 3) 03/21/2025- Apex Wealth- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)- start date 03/13/2025- 0hrs/mnth-0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-23 |
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