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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-13 |
| ID | RA | APPROVED | 2023-07-10 |
Branch Locations
1341 Fillmore St Ste 202, Twin Falls, ID 83301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Twin Falls | ID | 03/2023 | Present |
| Acumen Fiscal Agent | Twin Falls | ID | 03/2020 | 03/2023 |
| Brigham Young University | Provo | UT | 07/2019 | 03/2020 |
| Unemployed | Twin Falls | ID | 07/2018 | 07/2019 |
| The Church Of Jesus Christ Of Latter Day Saints | Houston | TX | 07/2016 | 07/2018 |
1) 5/2023 - Whatnot / Outside/W-2 Employment / Not Investment Related / Kimberly, ID - Start date 05/05/2022 - 12 Hrs per month 2) 5/2023 - Acumen Fiscal Agent / Outside/W-2 Employment / Not Investment Related / Kimberly, ID - Start date 05/01/2020 - 0 hrs per month 3) 4/2024 - Putting For Profits / Inv Related / Twin Falls, ID / Other - YouTube Channel - Started: 3/20/2024 - 8 Hrs/Mo; 0 Hrs During Trading. 4) 06/06/2025 - Exclusive Insurance Brokerage - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:06/06/2025 - 10 Hrs/Mo; 1 Hrs During Trading. 5) 02/02/2026 - Hunt Services LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 01/30/2026 - 160 hours per month/ 20 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-07 |
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