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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| WA | RA | APPROVED | 2022-05-18 |
Branch Locations
123 West Hanley Avenue, Coeur D'ALene, ID 83815 • United States
485 Overland Rd, Meridian, ID 83642 • United States
13224 E Mansfield Ave #115, Spokane Valley, WA 99216 • United States
1010 N Whitewater Park Blvd, Boise, ID 83703 • United States
605 S Washington St, Spokane, WA 99204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustage/Cmg/Cbsi | Waverly | IA | 02/2009 | Present |
| Lpl Financial Llc | Spokane Valley | WA | 05/2022 | Present |
1. 06/06/2024 - Horizon Retirement & Investments- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Horizon Retirement & Investments -Investment Related - At Reported Business Location(s) - Start Date 05/22/2022 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-20 |
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