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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 |
| TX | RA | APPROVED | 2025-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Commerce | Idaho Falls | ID | 07/2018 | 08/2019 |
| Youth With A Mission | Idaho Falls | ID | 09/2016 | 06/2018 |
| Hillcrest High School | Idaho Falls | ID | 09/2012 | 09/2016 |
| Wells Fargo Advisors Financial Network, Llc | Idaho Falls | ID | 07/2019 | 08/2021 |
| Nations Financial Group, Inc. | Idaho Falls | ID | 08/2021 | 03/2025 |
| Lpl Financial | Idaho Falls | ID | 03/2025 | Present |
1-01/2025 / Trimp Wealth Management, Inc. / DBA for LPL Business (entity for LPL business) / Inv Rltd / at location / 160 hrs mnth / 8 hrs during trading / start 08/19/2019 2- 01/2025 / Trimp Investments, LLC. / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / 160 hrs mnth / 8 hrs during trading / start 06/24/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-09 |
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