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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-18 |
| ID | RA | APPROVED | 2022-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain View School District | Grangeville | ID | 08/2017 | Present |
| Lewiston School District | Lewiston | ID | 08/2014 | 08/2017 |
| Lpl Financial Llc | Grangeville | ID | 05/2022 | Present |
1)05/24/2022 - Apex Investment Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)05/24/2022 - Mountain View School District - Elementary/Middle School Principal - Non-Inv Rel - Grangeville, ID - Start: 08/2017 3)05/24/2022 - Cross Cummins Enterprise LLC - Real Estate Rental - Inv Rel - Ferdinand, ID - Start: 05/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-21 |
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