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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
210 N. 2Nd East Suite 101, Mountain Home, ID 83647 • United States
913 W River St, Ste 410, Boise, ID 83702 • United States
1001 Caldwell Blvd, Nampa, ID 83651 • United States
2265 E. 25Th Street, Idaho Falls, ID 83404 • United States
1873 Bench Rd, Pocatello, ID 83201 • United States
249 N. 9Th Street, Boise, ID 83702 • United States
1445 Addison Ave E, Twin Falls, ID 83301 • United States
7930 Fairview Ave, Boise, ID 83704 • United States
510 21St St., Heyburn, ID 83336 • United States
780 N Ten Mile Rd, Boise, ID 83642 • United States
110 S Main, Firth, ID 83236 • United States
1150 N. 8Th Ave, Pocatello, ID 83201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corizon Health | Boise | ID | 09/2012 | 09/2016 |
| Boise River Canning Llc | Boise | ID | 05/2016 | 02/2017 |
| Waddell & Reed, Inc. | Boise | ID | 02/2017 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Boise | ID | 03/2017 | 07/2021 |
| Corizon Health | Boise | ID | 09/2016 | 03/2018 |
| Ryan Valley | Boise | ID | 06/2017 | 07/2021 |
| Ryan Valley Llc | Boise | ID | 08/2018 | 07/2021 |
| Lpl Financial Llc | Mountain Home | ID | 07/2021 | Present |
1. 03/2017-PRESENT, VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES, BOISE, ID, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT. 2. 06/2017-PRESENT, RYAN VALLEY, BOISE, ID, INVESTMENT RELATED: N, INDIVIDUAL, NOTARY, 2 HRS/MO, 2 SEC HRS. 3. 08/2018-PRESENT; RYAN VALLEY LLC; BOISE, ID; NOT INVESTMENT RELATED; LLC; MANAGING MEMBER; 0HRS/MO; 0HRS/MO DURING SECURITY TRADING HOURS. 4. 02/24/2022 - Haven Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 5. 05/15/2023 - Haven Wealth Group LLP - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 04/10/2023 - 4 Hours Per Month/2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-27 |
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