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Sand Creek Capital, LLC CRD 326719
$471M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
234 E 1St N, Rexburg, ID 83440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sand Creek Capital Llc | Rexburg | ID | 09/2023 | Present |
| Lpl Financial | San Diego | CA | 06/1992 | 03/2025 |
| Lpl Financial | San Diego | CA | 06/1992 | Present |
1. 04/20/2005 - CORDINGLEY & PARKINSON WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 06/05/2024 - Sand Creek Capital, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related- At Reported Business Location(s) - Start Date 09/28/2023 - 120 Hours Per Month/ During Trading - I provide investment advisory services through Sand Creek Capital, LLC, an independent investment advisor firm. I started this business activity in 09/2023. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-20 |
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