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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2017-08-09 |
| TX | RA | APPROVED_RES | 2015-02-27 |
| ID | RA | APPROVED | 2015-02-24 |
Branch Locations
1235 South Utah Avenue, Idaho Falls, ID 83402 • United States
25 S Willow St., Ste 201, Jackson Hole, WY 83001 • United States
One South Main Street, Salt Lake City, UT 84133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Idaho Falls | ID | 02/2015 | Present |
| Zions Bank | Idaho Falls | ID | 02/2015 | Present |
1. 02/24/2015 INV REL - 581 TERRANCE, IDAHO FALLS, ID 83402 - REAL ESTATE RENTAL - START 05/01/2013 - 1 HOUR PER MONTH - LANDLORD 2. 02/24/2015 INV REL - ZIONS WEALTH ADVISORS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 3. 02/24/2015 INV REL - 1310 BOWER DRIVE, IDAHO FALLS, ID 83401 - REAL ESTATE RENTAL - START 10/01/2013 - 2% TIME SPENT - LANDLORD 4. 07/03/2015 ZIONS TRUST - INV REL - 1235 S UTAH AVENUE, IDAHO FALLS, ID 83402 - FINANCIAL INSTITUTION DUTY - START 06/30/2015 - 5 HOURS PER MONTH, 5 DURING TRADING - MANAGER/BUSINESS DEVELOPMENT OFFICER. 5. 10/31/2018 - No Business Name - Investment Related - 1235 So Utah Ave, Idaho Falls, ID & Enell Street, Idaho Falls, ID 83402 - Real Estate Rental - Started 12/10/2014 - 1 Hour Per Month/0 Hours During Securities Trading. 6. 10/31/2018 - No Business Name - Investment Related - 1235 So Utah Ave, Idaho Falls, ID & Croft Drive, Idaho Falls, ID 83402 - Real Estate Rental - Landlord - Started 10/03/2014 - 1 Hour Per Month/0 Hours During Securities Trading. 7. 01/05/2023 - Idaho School District 93 - Not Investment Related - Hillcrest High School 2800 Owen Street Ammon, ID - Outside/W-2 Employment - High School Girls Soccer coach - Start Date: 07/01/2023 - 10 Hours Per Month/10 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-09 |
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