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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2019-05-23
TX RA APPROVED 2019-05-23
  • ID RA
    APPROVED
    Since 2019-05-23
  • TX RA
    APPROVED
    Since 2019-05-23

Branch Locations

1530 Elk Creek Dr, Idaho Falls, ID 83404-8322 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2011 → 05/2019
    Waddell & Reed, Inc
    Idaho Falls, ID
  • 08/2011 → 05/2019
    Various Insurance Carriers For W&R Insurance Agencies
    Idaho Falls, ID
  • 05/2019 → Present
    Idaho Falls, ID
Previous Registrations
  • 2011-09-01 → 2019-05-24
    Waddell & Reed
    Idaho Falls, ID
    Idaho Falls, ID
    Seattle, WA
  • 2006-09-21 → 2011-09-19
    Idaho Falls, ID
    Idaho Falls, ID
    Idaho Falls, ID
    Idaho Falls, ID
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-19
S63 Uniform Securities Agent State Law Examination 2005-06-24
  • S66 Uniform Combined State Law Examination
    2006-09-19
  • S63 Uniform Securities Agent State Law Examination
    2005-06-24
Other Names
  • Jacob Murray

View on SEC IAPD

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