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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-27 |
| ID | RA | APPROVED | 2020-03-02 |
Branch Locations
1093 E Iron Eagle Drive Ste. 105, Eagle, ID 83616-6004 • United States
9140 W Ustick Rd, Boise, ID 83704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Eagle | ID | 11/2016 | 05/2018 |
| Principal Securities Inc | Eagle | ID | 11/2016 | 05/2018 |
| The Wellness Center Of Boise | Boise | ID | 05/2006 | 11/2016 |
| Hall & Associates | Eagle | ID | 07/2017 | 05/2018 |
| Securities America, Inc | Eagle | ID | 05/2018 | 03/2020 |
| Securities America Advisors | Eagle | ID | 05/2018 | 03/2020 |
| Lpl Financial Llc | Eagle | ID | 03/2020 | Present |
1. 3/2/20- STONEY FOSTER FINANCIAL LLC- Business Entity For Tax/Investment Purposes Only- Inv. Related- Eagle, ID-start date 1/1/2018- 95% 2. 08/14/2024 - Stoney Foster Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/10/2024 - 900 Hours per Month/ 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-28 |
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