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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-08-06 |
| TX | RA | APPROVED_RES | 2024-08-05 |
Branch Locations
105 E. Idaho Ave, Meridian, ID 83642 • United States
708 N. 21St Ave, Caldwell, ID 83605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Meridian | ID | 07/2010 | 09/2023 |
| Osaic Wealth, Inc. | Meridian | ID | 09/2023 | 08/2024 |
| Lpl Financial Llc | Meridian | ID | 08/2024 | Present |
1) 07/09/2024 - PE Financial, Inc - Business Entity For Tax/Investment Purposes Only - ID 83642 - Non investment related - 40 Hours per month - Start date: 11/01/2021. 2) 07/09/2024 - Trillium Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 07/09/2024 - Non-Variable Insurance - ID 83642 - Investment related - 8 Hours per month - Start date: 11/01/2012. 4) 07/09/2024 - P & R Capital, LLC - Business Entity For Tax/Investment Purposes Only - ID 83642 - Non investment related - 130 Hours per month - Start date: 12/01/2021.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-09 |
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