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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-12-20 |
Branch Locations
1530 Elk Creek Dr, Idaho Falls, ID 83404-8322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Idaho Falls | ID | 11/2024 | Present |
| Unemployed | Rexburg | ID | 08/2024 | 10/2024 |
| Activated Insights | Rexburg | ID | 08/2024 | 08/2024 |
| Advantage Plus Federal Credit Union | Pocatello | ID | 05/2021 | 08/2024 |
| Axiom Properties & Development Inc. | Pocatello | ID | 03/2021 | 05/2021 |
| Jake Lingard Farm Bureau Insurance Of Idaho | Blackfoot | ID | 10/2020 | 03/2021 |
| Advantage Plus Federal Credit Union | Pocatello | ID | 08/2019 | 10/2020 |
| Church Of Jesus Christ Of Latter-Day Saints | Fort Lauderdale | FL | 08/2017 | 08/2019 |
| Pocatello High School | Pocatello | ID | 08/2013 | 08/2017 |
| Idaho State Journal | Pocatello | ID | 01/2007 | 08/2017 |
1)11/05/2024 - Teton Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2024 - 160 Hr/Mth 2)11/05/2024 - Notary - State of ID - Inv Rel - Start: 04/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-19 |
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