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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
Branch Locations
710 Fillmore St Suite 300, Twin Falls, ID 83301 • United States
101 W 18Th Street, Burley, ID 83318 • United States
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 |
|---|---|---|---|---|
| Us Bancorp Investments, Inc | Twin Falls | ID | 03/2003 | 10/2017 |
| Twin Falls School District | Twin Falls | ID | 08/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Twin Falls | ID | 10/2017 | 07/2021 |
| Waddell & Reed, Inc | Twin Falls | ID | 10/2017 | 07/2021 |
| Twin Falls West Stake | Twin Falls | ID | 08/2019 | 07/2021 |
| Twin Falls 12Th Ward | Twin Falls | ID | 08/2019 | 07/2021 |
| Twin Falls 12Th Ward (Lds Church) | Twin Falls | ID | 08/2014 | 08/2019 |
| Twin Falls West Stake Church Of Jesus Christ | Twin Falls | ID | 11/2020 | 07/2021 |
| Lpl Financial Llc | Twin Falls | ID | 07/2021 | Present |
1. 8/4/2021 - Elevant Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 6/2019. 2. 10/12/2021 - Crump - Investment Related - At Reported Business Location(s)- Non-Variable Insurance - Agent - Started 10/19/2021 - 4 Hours Per Month/1 Hour During Securities Trading. 3. 10/25/2021 - Triad - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/19/2021 - 10 Hours Per Month/1 Hour During Securities Trading. 4. 10/20/2022 - DR King LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 04/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading 5. 12/28/2022 - Ohio National Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 12/21/2022 - 1 Hour Per Month/1 Hour During Securities Trading. 6) 05/08/2025 - Legacy Legal Council - Not Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date: 06/02/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-14 |
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