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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-14 |
| ID | RA | APPROVED | 2024-01-03 |
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 Llc | Boise | ID | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 07/2020 |
| Ameriprise Financial Services, Llc | Meridian | ID | 07/2020 | 01/2024 |
| Lpl Financial Llc | Meridian | ID | 01/2024 | Present |
1- 09/2023 / GRANITE FINANCIAL MANAGEMENT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 2- 02/06/2026 - Favlin Enterprises - Real Estate Rental - Investment Related - Donnelly, ID - Start Date 01/29/2026 - 5 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-06 |
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