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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-06 |
| ID | RA | APPROVED | 2021-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 02/2021 |
| Idaho Forest Group | Laclede | ID | 02/2018 | 01/2019 |
| Thorne Research | Sandpoint | ID | 04/2014 | 02/2018 |
| Lpl Financial, Llc | Priest River | ID | 03/2021 | Present |
1) 03/24/2021 - Gateway Financial Partners - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 03/22/2021 2) 03/24/2021 - Gateway Financial Partner - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/22/2021 3) 07/22/2025 - Electrends LLC DBA Cottonwood Cove RV Park - Real Estate Rental - Inv Rel - 1518 Dufort Road, Priest River, Idaho - Start date: 05/01/2025 - 5hrs/mnth 0 hr during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-22 |
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