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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-08-14 |
Branch Locations
2949 E Copper Point Dr Ste 100, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boise State University | Boise | ID | 08/2017 | 05/2020 |
| Salt Lake Community College | Salt Lake City | UT | 08/2016 | 07/2017 |
| Unemployed | Boise | ID | 06/2020 | 09/2020 |
| New York Life Insurance | Boise | ID | 09/2020 | 03/2021 |
| Nylife Securities Llc | Boise | ID | 12/2020 | 03/2021 |
| Triad Advisors | Norcross | GA | 06/2021 | 08/2024 |
| Continuum Advisory, Llc | Eagle | ID | 07/2021 | 07/2026 |
| Osaic Wealth, Inc. | Eagle | ID | 08/2024 | 07/2026 |
| Lpl Financial | Meridan | ID | 08/2026 | Present |
1. 8/2026 - Summit Wealth Planning - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/14/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-08 |
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