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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2021-07-21 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| IA | RA | APPROVED | 2021-07-21 |
| LA | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| ND | RA | APPROVED | 2021-07-21 |
| SD | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WY | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fbl Marketing Serv Llc | West Des Moines | IA | 10/2012 | 11/2017 |
| Waddell & Reed, Inc | Billings | MT | 11/2017 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Billings | MT | 11/2017 | 07/2021 |
| Knd, Llc | Billings | MT | 01/2014 | 07/2021 |
| Montana Naifa | Billings | MT | 01/2007 | 11/2017 |
| Mountain West Farm Bureau Insurance & Farm Bureau Fin Svcs | Billings | MT | 10/2012 | 11/2017 |
| Lpl Financial Llc | Billings | MT | 07/2021 | Present |
1) 1970 - Nance Cattle Company / Other / Not Investment Related / 0HR/MO / 2) 12/13/2013 - KND LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 0HR/MO / 2458 Eastridge Drive, Billings, MT 3) 10/19/2021 - Montana Financial Group, LLC - DBA: Montana Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/12/2021 - 5 Hours Per Month/2 Hours During Securities Trading. 4) 03/03/2022 - Crump Life Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 03/16/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 5) 3/22/2023 - Montana Tax Group, PLLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date - 3/22/2023 - 0 Hours Per Month 6) 11/05/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) -Start Date 10/09/2024 - 1 Hour per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-05-23 |
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