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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-12-18 |
| WA | RA | APPROVED | 2024-12-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Higher Consulting Llc | Nampa | ID | 08/2019 | 12/2019 |
| N/A | Nampa | ID | 04/2020 | 12/2020 |
| N/A | Nampa | ID | 12/2019 | 03/2020 |
| N/A | Nampa | ID | 05/2013 | 08/2019 |
| Thrivent Investment Management Inc | Bellevue | WA | 11/2020 | 03/2021 |
| Thrivent Financial | Appleton | WI | 12/2020 | 03/2021 |
| Desert Rose Capital Management, Inc. | Meridian | ID | 05/2021 | 11/2021 |
| Lpl Enterprise | Fort Mill | SC | 12/2024 | Present |
| Robert Half | Boise | ID | 09/2022 | 11/2022 |
| United Site Services | Meridian | ID | 05/2023 | 05/2023 |
| Idaho Department Of Insurance | Boise | ID | 10/2023 | 07/2024 |
| Unemployed | Nampa | ID | 05/2023 | 10/2023 |
| Unemployed | Nampa | ID | 11/2022 | 05/2023 |
| Unemployed | Nampa | ID | 11/2021 | 09/2022 |
| Unemployed | Nampa | ID | 07/2024 | 12/2024 |
1) 06/24/2025-Andrew Jones- Uploading designs to print-on-demand websites.-Not inv related-At Nampa, ID-Start date 06/06/2025-30hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-23 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-30 |
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