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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-11 |
| ID | RA | APPROVED | 2022-05-05 |
Branch Locations
1494 W. Ustick Road #100, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Nampa | ID | 12/2011 | Present |
| Lpl Financial Llc | Nampa | ID | 05/2022 | Present |
1) 05/05/2022- Floto Investments, LLC- Business Entity For Tax/Investment Purposes Only- owner- non-inv. related- Eagle, ID- start date 4/2022- 0 Hrs/Mth - 0 Hrs During Trading. 2)05/05/2022- Castle Peak Strategic Wealth- DBA for LPL Business (entity for LPL business)- inv. related- Meridian, ID -start date 4/2022- 0 Hrs/Mth - 0 Hrs During Trading. 3) 11/01/2024 - Castle Peak Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/30/2024 - 160 Hrs/Mth -120 Hrs During Trading. 4) 08/11/2025 - Floto Investments - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date:08/15/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-01 |
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