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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Safety Associates (Juice Plus) | Memphis | TN | 07/2001 | 08/2020 |
| Chromolume Creative Llc | Belgrade | MT | 02/2012 | 08/2020 |
| Big Sky Insulations | Belgrade | MT | 11/2012 | 11/2019 |
| Precision Cleaning | Big Sky | MT | 12/2019 | 05/2020 |
| Montana Association For The Blind | Bozeman | MT | 02/2020 | 08/2020 |
| Thrivent Investment Management Inc | Bozeman | MT | 08/2020 | 02/2023 |
| Hobby Lobby | Bozeman | MT | 05/2020 | 06/2020 |
| Emerge School | Bozeman | MT | 09/2017 | 12/2017 |
| Intermountain Opera Bozeman | Bozeman | MT | 09/2014 | 04/2020 |
| Express Employment Professionals | Bozeman | MT | 11/2019 | 03/2020 |
| Msu Guest Services | Bozeman | MT | 08/2013 | 12/2017 |
| Thrivent Financial | Appleton | WI | 10/2020 | 02/2021 |
| Thrivent Financial | Appleton | WI | 02/2021 | 02/2023 |
| Lpl Financial Llc | Manhattan | MT | 03/2023 | Present |
1) 03/2023 - Glidewell Investments - DBA for LPL Business (entity for LPL business) - Inv. Related - MANHATTAN, MT 2) 03/2023 - Notary - Inv. related - Belgrade, MT - Notary - Start Date 04/04/2011 - less than 1hr/month 3) 03/2023 - JUICE PLUS - Outside/W-2 Employment - Non-inv. Related - Belgrade, MT - Marketer - Start Date 07/01/2001 - 1hr/month 4) 03/2023 - MISSION VALLEY/SIMPSON RENTAL - Outside/W-2 Employment - Non-inv. Related - Belgrade, MT - Book Keeper - Start Date 01/01/2019 - 1hr/month 5) 03/2023 - CHROMOLUME CREATIVE LLC. - Business Owner - Non-inv. Related - Belgrade, MT - Secretary, Treasurer and Limited Partner/Co-Owner - Start Date 03/01/2012 - 5hrs/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-24 |
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