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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 01/2019 | 08/2024 |
| Now Communications | Logan | UT | 03/2016 | 09/2017 |
| Avis Car Sales | Ogden | UT | 09/2017 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 09/2024 | 03/2025 |
| Young Automotive | Ogden | UT | 08/2017 | 11/2018 |
| Idaho State University | Pocatello | ID | 08/2014 | 05/2017 |
| Bank Of America, N.A. | Boise | ID | 10/2024 | 03/2025 |
| Lpl Financial | Emmett | ID | 03/2025 | Present |
1) 03/05/2025 - Payette River Financial Advisors / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 200 hrs per month - 160 Hrs during trading 2) 03/24/2025 - Payette River Financial Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - None - 200 Hrs/Mth - 160 Hrs During Trading. - Start Date: 03/24/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-08 |
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