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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED | 2023-04-28 |
| WA | RA | APPROVED | 2022-06-13 |
Branch Locations
1500 Main Ave, St. Maries, ID 83861 • United States
Coeur D Alene, ID • United States
3919 N Market St Suite B, Spokane, WA 99207 • United States
600 S. Jackson St, Moscow, ID 83843 • United States
5 Cheney Spokane Rd, Cheney, WA 99004 • United States
3002 S Southeast Blvd, Spokane, WA 99223 • United States
508 W 3Rd Ave, Spokane, WA 99201 • United States
1221 N Liberty Lake Rd, Liberty Lake, WA 99019 • United States
15606 E Sprague Ave, Verdale, WA 99037 • United States
6622 N Division St, Spokane, WA 99208 • United States
147 N Broadway St, Tekoa, WA 99033 • United States
506 E Hastings Rd, Spokane, WA 99218 • United States
10 N Argonne Rd, Spokane Valley, WA 99212 • United States
900 E Fairview Ave, Meridian, ID 83642 • United States
950 W Bannock St Ste 100, Boise 83702, ID 83702 • United States
1550 Se Harvest Dr, Pullman, WA 99163 • United States
16292 N Marketplace Blvd, Nampa, ID 83687 • United States
1340 Blue Lakes Blvd N, Twin Falls, ID 83301 • United States
1550 S Kimball Way, Boise, ID 83709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Maple Valley | WA | 05/2014 | 05/2020 |
| Jp Morgan Chase Bank | Maple Valley | WA | 06/2013 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spokane | WA | 05/2020 | 06/2022 |
| Bank Of America, N.A. | Spokane | WA | 05/2020 | 06/2022 |
| Lpl Financial Llc | Spokane | WA | 06/2022 | Present |
| Banner Bank | Spokane | WA | 06/2022 | Present |
1) 6/2022- Banner Investment Services- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Banner Investment Services - inv. related- at reported business location(s) 2) 12/15/2023 - Banner Investment Services - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/14/2023 - 5 Hours Per Month/ During Trading 3) 02/23/2024 - Banner Wealth & Investment Services - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Banner Wealth & Investment Services - Start Date 03/01/2024 - 160 Hours Per Month/ 140 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-08 |
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