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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2019-05-23 |
| TX | RA | APPROVED | 2019-05-23 |
Branch Locations
1530 Elk Creek Dr, Idaho Falls, ID 83404-8322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icarus Tours | Idaho Falls | ID | 01/2011 | 01/2019 |
| Waddell & Reed, Inc | Idaho Falls | ID | 10/2013 | 05/2019 |
| Various Insurance Carriers For W & R Insurance Agencies | Idaho Falls | ID | 01/2014 | 05/2019 |
| Usa Hockey/Idaho Falls Hockey Association | Idaho Falls | ID | 12/2014 | Present |
| Snake River Montessori | Idaho Falls | ID | 11/2015 | Present |
| Alzheimer'S Association Idaho Falls Chapter | Idaho Falls | ID | 11/2015 | 09/2016 |
| Murrcan Properties Llc | Idaho Falls | ID | 03/2019 | Present |
| Lpl Financial Llc | Idaho Falls | ID | 05/2019 | Present |
1) 5/23/2019 - DBA for LPL Business (entity for LPL business) - Teton Wealth Management (my LLC: MTS Investments LLC) - Idaho Falls, ID 2) 5/23/2019 - Business Entity For Tax/Investment Purposes Only - MTS Investments, LLC. - Idaho Falls, ID 3) 5/23/2019 - Real Estate Rental - MurrCan Properties LLC - 1530 Elk Creek, Idaho Falls, ID 83404 4) 5/23/2019 - Outside/W-2 Employment - Usa Hockey/Idaho Falls Hockey Association - 2212 Aegean Ave, Idaho Falls ID, 83404 5) 06/27/2022 - Canavan Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/01/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-03 |
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