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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-11-12 |
| TX | RA | APPROVED_RES | 2024-11-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boise | ID | 10/2014 | 11/2024 |
| Lpl Financial Llc | Boise | ID | 11/2024 | Present |
1) 11/2024- GULL REEF LLC, -Business Entity For Tax/Investment Purposes Only - Sole owner - INV RELATED -BOISE, ID, - START 11/1/2014 - 40hrs/mth 2) 11/2024- HEADWATERS WEALTH MANAGEMENT, LLC - DBA for LPL Business - INV RELATED- BOISE, ID - START 11/1/2014- 40hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-18 |
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