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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2019-05-23 |
| TX | RA | APPROVED | 2019-05-23 |
Branch Locations
1530 Elk Creek Dr, Idaho Falls, ID 83404-8322 • United States
Inez, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc. | Idaho Falls | ID | 09/2009 | 05/2019 |
| Holy Rosary Catholic School | Idaho Falls | ID | 09/2017 | 05/2019 |
| Jill Phillips | Idaho Falls | ID | 04/2018 | 12/2020 |
| Idaho Falls Civitans | Idaho Falls | ID | 09/2009 | 03/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Caldwell | ID | 09/2009 | 05/2019 |
| Lpl Financial, Llc | Idaho Falls | ID | 05/2019 | Present |
1- 10/31/2024- Teton Wealth Management- DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/23/2019 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-18 |
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