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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-07 |
| MT | RA | APPROVED | 2017-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glidewell Insurance Agency | Missoula | MT | 06/1994 | Present |
| Investment Centers Of America, Inc. | Missoula | MT | 04/2015 | 11/2017 |
| Lpl Financial Llc | Missoula | MT | 11/2017 | Present |
1. 11/29/2017 - G-MEN HOLDINGS, LLC - Not Investment Related - Missoula, MT 59801-6621 - Real Estate Rental - Partnership with brother and father of commercial real estate property rentals. 2. 11/29/2017 - GLIDEWELL INVESTMENTS & INSURANCE GROUP, INC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance agent - Term, health, ltc, fixed annuities. 3. 11/29/2017 - G-MEN HOLDINGS, LLC - Not Investment Related - Lolo, MT 59847-9717 - Real Estate Rental - Partnership with brother and father of commercial real estate property rentals. 4. 11/29/2017 - G-MEN HOLDINGS, LLC - Not Investment Related - Lolo, MT 59847-9750 - Real Estate Rental - Partnership with brother and father of commercial real estate property rentals. 5. 11/29/2017 - G-MEN HOLDINGS, LLC - Not Investment Related - Lolo, MT 59847-9233 - Real Estate Rental - Partnership with brother and father of commercial real estate property rentals. 6. 4/10/2018 - GIIG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2015 - 160 Hours Per Month/120 Hours During Securities Trading. 7. 2/3/2022 - Valley Christian School - Not Investment Related - 2526 Sunset Ln Missoula, MT 59804 - Outside/W-2 Employment - Assistant Coach - Started 01/24/2022 - 30 Hours Per Month/0 Hours During Securities Trading - Assistant varsity boys basketball coach for Valley Christian School. 8. 03/11/2022 - GiiG Wealth Management, Inc. - DBA: Glidewell Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/10/2022 - 200 Hours Per Month/140 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-18 |
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