Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-05
WA RA APPROVED 2022-05-18
  • TX RA
    APPROVED_RES
    Since 2025-11-05
  • WA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trustage/Cmg/Cbsi Waverly IA 02/2009 Present
Lpl Financial Llc Spokane Valley WA 05/2022 Present
  • 02/2009 → Present
    Trustage/Cmg/Cbsi
    Waverly, IA
  • 05/2022 → Present
    Spokane Valley, WA
Previous Registrations
  • 2009-02-09 → 2022-05-18
    Cuna Brokerage Services, Inc.
    Spokane, WA
    Waverly, IA
  • 2008-01-01 → 2008-06-04
    Coeur D'ALene, ID
  • 2006-12-20 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Coeur D'ALene, ID
    St. Louis, MO
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-20
  • S66 Uniform Combined State Law Examination
    2006-10-20

View on SEC IAPD

More in Coeur D'alene, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor