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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-08 |
| MT | RA | APPROVED | 2017-11-29 |
Branch Locations
200 W Park St, Butte, MT 59701 • United States
339 Bonita Circle, Whitefish, MT 59937 • 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 |
|---|---|---|---|---|
| National Planning Corporation | Butte | MT | 06/2013 | 11/2017 |
| Lpl Financial Llc | Butte | MT | 11/2017 | Present |
1. 11/29/2017 - CAMPBELL INVESTMENT MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/26/02. 2. 11/29/2017 - E & I PROPERTIES - Not Investment Related - BUTTE, MT - Real Estate Rental - OWNER/LANDLORD - 1 Hours Per Month - COLLECT RENT. 3. 12/01/2022 - No Business Name - Park City, UTah 84060 - Real Estate Rental - Start Date - 11/30/2022 - 1 Hours Per Month/0 Hours During Securities Trading 4. 12/11/2024 - Pitchfork 2103 - Real Estate Rental - Jackson, Wy - Start Date 01/17/2025 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-07 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-07 |
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