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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED_RES | 2024-01-03 |
Branch Locations
413 Sw 5Th Ave Ste 110, Meridian, ID 83642 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
413 Sw 5Th Ave Ste 110, Meridian, ID 83642-8601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 10/2009 | 01/2018 |
| Ameriprise Financial Services Inc | Meridian | ID | 01/2018 | 01/2024 |
| Lpl Financial Llc | Meridian | ID | 01/2024 | Present |
1) 09/2023 - Granite Real Estate LLC - Real Estate Rental - Inv. Related - Meridian, ID 83642 - Building Owner - Start Date 1/1/2020 - 0.5hrs/month - 3% time spent 2) 09/2023 - GRANITE FINANCIAL MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 3) 09/2023 - BUSBY INVESTMENTS LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Meridian, ID - President- Start Date 1/1/2023 - 0.5hr/month - 0.5% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-24 |
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