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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-08-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Emmet | ID | 01/2010 | Present |
| Mml Investor Services | Emmett | ID | 02/2010 | Present |
| Lpl Financial | Emmett | ID | 08/2021 | Present |
1. 08/02/2021 - PAYETTE RIVER FINANCIAL ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ EMMETT, ID 2. 05/01/2017 - PAYETTE RIVER CONSULTING/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 0%/ EMMETT, ID 3. 09/08/2021 - Payette River Financial Advisors - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 09/09/2021 - 10 Hours Per Month/1 Hours During Securities Trading. 4. 10/20/2021 - No Business Name - Investment Related - 2005 East Quail Run Road Suite 1 - Real Estate Rental - Start Date: 10/19/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 07/01/2026 - 704J&L Properties - Real Estate Rental - Emmett, ID - Investment Related - Start Date 01/13/2026 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-31 |
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