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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillcrest/Ririe High School | Idaho Falls/Ririe | ID | 09/2015 | 05/2017 |
| Snake River Landing | Idaho Falls | ID | 05/2017 | 08/2017 |
| Battlesons Flooring | Idaho Falls | ID | 08/2017 | 04/2018 |
| Guardian Gutters | Idaho Falls | ID | 04/2018 | 08/2018 |
| Ririe High School | Ririe | ID | 08/2018 | 05/2019 |
| Framing | Idaho Falls | ID | 05/2019 | 07/2019 |
| Church Of Jesus Christ Of Latter Day Saints | Santa Cruz De La Sierra | 07/2019 | 04/2020 | |
| Expressions Vinyl | Shelley | ID | 04/2020 | 07/2020 |
| Church Of Jesus Christ Of Latter Day Saints | Louisville | KY | 07/2020 | 07/2021 |
| Byu-Idaho | Rexburg | ID | 07/2021 | 04/2022 |
| Fox Marketing | Rexburg | ID | 04/2022 | 08/2023 |
| Byu-Idaho | Rexburg | ID | 08/2023 | 07/2024 |
| Watt Insurance | Idaho Falls | ID | 07/2024 | 12/2024 |
| Preferred Retirement Options | Idaho Falls | ID | 12/2024 | 05/2025 |
| Unemployed | Idaho Falls | ID | 05/2025 | 06/2025 |
| Lpl Financial | Idaho Falls | ID | 06/2025 | Present |
1.08/2025 - Trimp Wealth Management, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 8/25/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
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