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11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-07-16 |
Branch Locations
9543W Emerald Street Suite 207, Boise, ID 83704 • United States
11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Boise | ID | 11/2015 | 02/2018 |
| Lpl Financial Llc | Boise | ID | 02/2018 | 07/2020 |
| Perennial Investment Advisors Dba Perennial Financial Services | Boise | ID | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-31 |
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