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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Idaho Falls | ID | 05/2009 | 08/2021 |
| Nations Financial Group, Inc. | Idaho Falls | ID | 08/2021 | 03/2025 |
| Lpl Financial | Idaho Falls | ID | 03/2025 | Present |
1- 01/2025 / Trimp Wealth Management, Inc. / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 140 HRS MNTH / 7 HRS DRNG TRDNG / START 3/8/2008 2 -01/2025 / Real Estate Rental / INV RLTD / 5 HRS MNTH / START 03/01/2008
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-01 |
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