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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-04-30 |
| ID | RA | APPROVED | 2015-05-20 |
Branch Locations
4A6 S Main Street #202, Hailey, ID 83333 • United States
1629 Avenue D, Suite C4, Billings, MT 59105 • United States
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 |
|---|---|---|---|---|
| Accounting & Financial Solutions, P.C. | Hailey | ID | 12/2002 | Present |
| Lpl Financial | Hailey | ID | 05/2015 | Present |
1. 05/20/2015 - ACCOUNTING & FINANCIAL SOLUTIONS/ CPA AFFILIATE PROGRAM/ 90%/ HAILEY, ID 2. 05/20/2015 - ACCOUNTING & FINANCIAL SOLUTIONS/ ACT IN A FIDUCIARY CAPACITY - ESTATE OF ROBERT BARTLETT II/ 1%/ HAILEY, ID 3. 05/20/2015 - REAL ESTATE RENTAL/ RENTAL PROPERTY/ 1%/ HAILEY, ID
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-18 |
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