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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-11-12 |
| UT | RA | APPROVED | 2022-09-15 |
Branch Locations
393 South 3Rd Street, Boise, ID 83702 • United States
10440 W Ustick Rd, Boise, ID 83704-5268 • United States
112 2Nd Street, Nampa, ID 83651 • United States
292 Village Circle, Garden Valley, ID 83622 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain America Credit Union | Idaho Falls | ID | 09/2017 | 07/2019 |
| Rexburg Rehabilitation | Rexburg | ID | 03/2013 | 09/2017 |
| Byu-Idaho | Rexburg | ID | 01/2013 | 06/2017 |
| Lpl Financial Llc | Ammon | ID | 02/2019 | 07/2019 |
| Edward Jones | St. Louis | MO | 07/2019 | 09/2022 |
| Lpl Financial Llc | Salt Lake City | UT | 09/2022 | Present |
| Mountain America Credit Union | Salt Lake City | UT | 09/2022 | Present |
1) 9/2022 - Mountain America Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-26 |
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