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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
606 Central Ave, Fairfield, MT 59436 • United States
124 1St Avenue S Suite 19, Great Falls, MT 59401 • United States
7525 Se 24Th Street Suite 110, Mercer Island, WA 98040 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Great Falls | MT | 08/2001 | 11/2024 |
| Prudential Insurance Company Of America | Great Falls | MT | 08/2001 | Present |
| Lpl Enterprise, Llc | Great Falls | MT | 11/2024 | Present |
Lynn & Jon Sales LLC~36 1st Lane SE, Fairfield, MT 59436~Truck sales~N~Owner~10/2015~4 hrs/mo~0 trading hrs/mo| DBASR RETIREMENT AND INSURANCESERVICES POSITION: Owner NATURE: Finance and Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 25 START DATE: 12/05/2018 ADDRESS: 124 1st Ave South, Suite 19, Great Falls MT 59401, United States DESCRIPTION: owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-07 |
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