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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-01-30 |
Branch Locations
710 Fillmore St Suite 300, Twin Falls, ID 83301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lost Marbles Ranch | Snow Mass | CO | 06/2016 | 09/2016 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2016 | 04/2017 |
| Western Rolloff | Highlands Ranch | CO | 04/2017 | 06/2017 |
| The Church Of Jesus Christ Of Latter-Day Saints | Knoxville | TN | 06/2017 | 06/2019 |
| Walker Construction | Lone Tree | CO | 06/2019 | 09/2019 |
| Dalling Company | Sugar City | ID | 09/2019 | 01/2020 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2019 | 04/2020 |
| Deck Pro | Rexburg | ID | 04/2020 | 01/2021 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2020 | 12/2021 |
| Colton Wealth Management | Arcadia | CA | 04/2021 | 09/2021 |
| Brigham Young University - Idaho | Rexburg | ID | 01/2021 | 12/2021 |
| Elevant Wealth | Twin Falls | ID | 01/2022 | 04/2022 |
| Brigham Young University - Idaho | Rexburg | ID | 04/2022 | 07/2022 |
| Brigham Young University - Idaho | Rexburg | ID | 04/2022 | 12/2022 |
| Lpl Financial Llc | Twin Falls | ID | 12/2021 | Present |
| Elevant Wealth | Twin Falls | ID | 01/2023 | Present |
1) 05/02/2022 - Elevant Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 01/04/2024 - Elevant Tax - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 20 Hours Per Month/ 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-29 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-10 |
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