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234 E 1St N, Rexburg, ID 83440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-12-11 |
| TX | RA | APPROVED | 2023-12-08 |
| ID | RA | APPROVED | 2023-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 03/1992 | Present |
| Sand Creek Capital Llc | Rexburg | ID | 09/2023 | Present |
1. 04/20/2005 - CORDINGLEY & PARKINSON WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 04/20/2011 - Educational Management Systems, LLC - Other-Software Business - Managing Partner - Not Investment Related - Time Spent 10% 3. 08/01/2013 - Parkinson Wealth Management, LLC - Business Entity For Tax/Investment Purposes Only- Investment Related 4. 09/20/2019 - RGP Holdings, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 09/17/2019 - 15 Hours Per Month/ 5 Hours During Trading 5. 10/25/2023 - Sand Creek Capital, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/23/2023 - 1 Hour Per Month/ During Trading - I provide investment advisory services through Sand Creek Capital, LLC, an independent investment advisor firm. I started this business activity in 02/2023. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 04/22/2025 - RGP Holdings, LLC - None - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:04/21/2025 -5 Hrs/Mth - 0 Hrs During Trading. 7) 06/18/2025 - Shift Up - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date:07/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 8) 06/13/2025 - CORDINGLEY & PARKINSON WEALTH MANAGEMENT - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:02/01/2021 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-07 |
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