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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-15 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| ND | RA | APPROVED | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WY | RA | APPROVED | 2021-07-21 |
Branch Locations
2877 Overland Ave, Ste B, Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Billings | MT | 12/1997 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Columbus | MT | 03/1998 | 07/2021 |
| Bsl, Inc | Billings | MT | 01/2010 | 07/2021 |
| Lpl Financial Llc | Billings | MT | 07/2021 | Present |
1- 02/2020 / BKL LLC / Real Estate Rental / 11 Conquest Trail, Columbus , MT 59019 / Non Investment Related / Columbus, MT 59019 2- 01/2018 / DBA for LPL Business (entity for LPL business) / Spitfire Financial Group / Investment Related / Billings, MT 59102 3- 03/1998 / Good Life IA / Non-Variable Insurance / Investment Related / Billings, MT 59102 4- 01/2010 / BSL, Inc. / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Columbus, MT 59019 5-12/7/2022 - SAG, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Member - Start Date - 11/15/2022 - 20 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-08 |
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