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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2022-01-27 |
| ID | RA | APPROVED | 2015-11-18 |
Branch Locations
1061 Blue Lake Blvd, Twin Falls, ID 83301 • United States
393 South 3Rd Street, Boise, ID 83702 • United States
10440 W Ustick Rd, Boise, ID 83704-5268 • United States
55 East Franklin Road, Meridian, ID 83642 • United States
6161 North Ten Mile Rd, Meridian, ID 83646 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Boise | ID | 04/2015 | Present |
| Mountain America Credit Union | Boise | ID | 04/2015 | Present |
1. 11/1/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/31/2019 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-02 |
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