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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED | 2025-09-09 |
Branch Locations
500 E Shore Dr Ste 140, Eagle, ID 83616 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
500 East Shore Dr, 2Nd Fl Ofc 216, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Park City | UT | 10/2015 | 11/2018 |
| Raymond James Financial Services, Inc. | Boise | ID | 01/2019 | 09/2025 |
| Raymond James Financial Services Advisors, Inc. | Boise | ID | 01/2019 | 09/2025 |
| Addison Avenue Investment Services | Boise | ID | 01/2019 | 09/2025 |
| First Tech Federal Credit Union | Eagle | ID | 01/2019 | 09/2025 |
| Lpl Financial | Eagle | ID | 09/2025 | Present |
1. 07/2025 - Jackson Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hours/Month - 0 Hours During Trading - Boise ID 83702 - OBA Start Date: 06/15/2025 2. 07/2025 - Riverside Financial Planning - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hours/Month - 40 Hours During Trading - Eagle, ID 83616 - OBA Start Date: 09/09/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-27 |
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