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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 04/2010 | 01/2017 |
| Lpl Financial Llc | Emmett | ID | 08/2023 | Present |
| Clearwater Advisors, Llc | Boise | ID | 02/2017 | 02/2021 |
| Idaho Trust Bank | Boise | ID | 03/2021 | 08/2022 |
| The Church Of Jesus Christ Of Latter-Day Saints | Meridian | ID | 03/2023 | 05/2023 |
| Unemployed | Meridian | ID | 09/2022 | 03/2023 |
| Unemployed | Meridian | ID | 05/2023 | 08/2023 |
1) 08/04/2023 - Payette River Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-02 |
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