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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-06 |
| ID | RA | APPROVED | 2014-03-26 |
Branch Locations
888 W. Broad Street, Boise, ID 83702 • United States
622 East Sherman Avenue, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Boise | ID | 03/2014 | Present |
| Idaho Trust National Bank | Boise | ID | 03/2014 | Present |
1. 5/27/2014: Idaho Trust Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-19 |
| S66 | Uniform Combined State Law Examination | 2006-03-17 |
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