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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-01-05 |
| ID | RA | APPROVED | 1997-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chester Walborn & Associates | Mountain Home | ID | 09/1995 | Present |
| Lpl Financial Llc | Mountain Home | ID | 05/1996 | Present |
1. 9/24/2009 - Walborn & Associates, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 06/15/2015: PORTICO PARTNERS LLC - INV REL - 3210 E. LOUISE DR. MERIDIAN, ID 83624 - PARTNER IN LLC TO PURCHASE COMMERCIAL REAL - START 05/27/2015 - NO TIME SPENT - INVESTOR ONLY. 3. 1/12/2017 - Bret A. Walborn Special needs trust - Investment Related - 3500 Burnet Dr. Boise, ID - Act in a Fiduciary Capacity - Co-trustee - Started 01/17/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 4/23/2018 - David 30LLC - Investment Related - 5515 Aviation Way #944, Caldwell, ID - Real Estate Rental - Started 07/15/2018 - 0 Hours Per Month - Build an airplane hanger at the Caldwell airport in Caldwell Idaho. 5. 2/6/2019 - Walborn Rentals LLC - Investment Related - Fairfield, ID - Real Estate Rental - Started 07/30/2009 - 0 Hours Per Month - Cabin is owned by Walborn Rentals LLC. The cabin is not rented out and the purpose of the LLC is to protect from liability.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-15 |
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