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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2019-05-23 |
| TX | RA | APPROVED | 2019-05-23 |
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Idaho Falls | ID | 08/2011 | 05/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | Idaho Falls | ID | 08/2011 | 05/2019 |
| Lpl Financial, Llc | Idaho Falls | ID | 05/2019 | Present |
1. 05/23/2019 - TETON WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ IDAHO FALLS, ID 2. 05/23/2019 - JACOB MURRAY/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ IDAHO FALLS, ID 3. 09/06/2012 - JEM & ASSOCIATES LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED/ 0%/ IDAHO FALLS, ID 4. 1/4/2021 - MurrCan Properties LLC - Investment Related - 1530 Elk Creek, Idaho Falls ID 83404 - Real Estate Rental - Owner - Started 04/01/2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-24 |
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