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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-06-22 |
Branch Locations
101 W 18Th Street, Burley, ID 83318 • United States
710 Fillmore St Suite 300, Twin Falls, ID 83301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Burley | ID | 03/2013 | 12/2017 |
| Princor Financial Services Corp | Burley | ID | 03/2013 | 06/2026 |
| Lpl Financial Llc | Burley | ID | 06/2026 | Present |
1. 06/2026 - Elevant Wealth - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 140 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/22/2026 2. 06/2026 - Steven Cook - Non-Variable Insurance - Inv Related – 10 Hour(s)/Month – 10 Hour(s) During Trading – Burley, ID, 83318 – OBA Start Date: 01/01/2020 3. 06/2026 - SC Group Inc. - Business Entity For Tax/Investment Purposes Only - Not Inv Related – 160 Hour(s)/Month – 140 Hour(s) During Trading – Burley, ID, 83318 – OBA Start Date: 09/30/2013 4. 06/2026 - SC Group - Non-Variable Insurance - Inv Related – 10 Hour(s)/Month – 10 Hour(s) During Trading – Burley, ID, 83318 – OBA Start Date: 09/30/2013 5. 06/2026 - Lindsay BLVD - Business Entity For Tax/Investment Purposes Only - Inv Related – 20 Hour(s)/Month – 0 Hour(s) During Trading – Burley, ID, 83318 – OBA Start Date: 03/29/2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-04-24 |
| S65 | Uniform Investment Adviser Law Examination | 2010-07-01 |
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