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Gregg Stewart Saunders

LPl Financial LLC

Boise, ID

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2020-08-03
  • ID RA
    APPROVED
    Since 2020-08-03

Branch Locations

13945 W Wainwright Dr. Ste 109, Boise, ID 83713 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Saunders Financial Advisors Llc Boise ID 01/2011 Present
Lpl Financial, Llc Boise ID 03/2011 Present
Financial Advocates Investment Management Boise ID 02/2015 08/2020
Icon Retirement And Investment Services Boise ID 04/2015 12/2020
  • 01/2011 → Present
    Saunders Financial Advisors Llc
    Boise, ID
  • 03/2011 → Present
    Boise, ID
  • 02/2015 → 08/2020
    Financial Advocates Investment Management
    Boise, ID
  • 04/2015 → 12/2020
    Icon Retirement And Investment Services
    Boise, ID
Previous Registrations
  • 2015-02-17 → 2020-08-03
    Financial Advocates Investment Management
    Boise, ID
    Olympia, WA
    Boise, ID
    Boise, ID
  • 2009-01-02 → 2011-04-01
    Boise, ID
  • 2007-07-06 → 2009-01-02
    Raymond James Financial Services, Inc.
    Meridian, ID
    Boise, ID
    Garden City, ID
    Ketchum, ID
    Boise, ID
  • 2005-04-29 → 2007-07-05
    Boise, ID
  • 2002-05-15 → 2005-05-04
    Keybanc Capital Markets Inc.
    Boise, ID
Other Businesses

1. 03/29/2011: Saunders Financial Advisors LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only 2. 10/26/2016: No Business Name - Non-Variable Insurance - Investment Related - 9769 W Emerald St., Boise, ID 83704 - Start 11/01/2016 - 5 Hr/Mo; 0 Hour(s) During Securities Trading - Health Insurance. 3. 4/28/2017 - Chrisopher Westfall - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/15/2017 - 10 Hours Per Month/5 Hours During Securities Trading. 4. 06/01/2023 - Happy Duct Cleaning, LLC - Not Investment Related - Boise, ID - Business Owner - Start Date 06/01/2023 - 10 Hours Per Month/ 0 Hours During Securities Trading 5. 06/01/2023 - Saunders Painting - Not Investment Related - Boise, ID - Business Owner - Start Date 12/01/2022 - 10 Hours Per Month/ 0 Hours During Securities Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-08
S63 Uniform Securities Agent State Law Examination 1995-12-05
  • S65 Uniform Investment Adviser Law Examination
    1997-09-08
  • S63 Uniform Securities Agent State Law Examination
    1995-12-05

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