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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-02-03 |
Branch Locations
710 Fillmore St Suite 300, Twin Falls, ID 83301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitney Mediation & Legal Counsel, Llc | Dublin | UT | 09/2013 | Present |
| Legacy Legal Counsel, Llc | Twin Falls | ID | 01/2025 | Present |
| Lpl Financial Llc | Twin Falls | ID | 07/2025 | Present |
1) 07/07/2025 - Elevant Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 07/07/2025 - Notary - State of ID - Inv Rel - At Reported Business Location(s) 3) 07/07/2025- Whitney Mediation - Attorney/Legal Services - Estate Planning - Non-Inv Rel - Twin Falls, ID - Stat: 09/2011 - 30 Hr/Mth 4) 07/07/2025 - Legal Counsel, LLC dba Elevant Law - Attorney/Legal Services - Estate Planning - Non-Inv Rel - Twin Falls, ID - Stat: 01/2025 - 80 Hr/Mth 5) 04/01/2026 - Magic Valley Pickleball, LLC - Business Owner - Not Investment Related - Twin Falls, ID - Start Date 12/12/2025 - 15 hours per month/ 6 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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