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Boise, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-08-28 |
Branch Locations
Boise, ID • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Boise | ID | 05/2024 | 08/2026 |
| Unemployed | Boise | ID | 06/2023 | 04/2024 |
| Leadvantage | Danville | CA | 03/2021 | 06/2023 |
| Unemployed | Boise | ID | 12/2020 | 03/2021 |
| Scribe America | Austin | TX | 12/2020 | 12/2020 |
| Unemployed | Austin | TX | 12/2019 | 12/2020 |
| Giraffe | Auckland | 10/2019 | 12/2019 | |
| Unemployed | Boise | ID | 02/2019 | 10/2019 |
| Grandpad | Orange | CA | 06/2015 | 02/2019 |
| Stonewell Financial Management Llc | Boise | ID | 08/2026 | Present |
1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-08 |
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