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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
415 4Th Ave, Havre, MT 59501 • United States
417 Central Ave, Ste 2A, Great Falls, MT 59401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Havre | MT | 04/1998 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Havre | MT | 01/1999 | 07/2021 |
| Overlie Rentals | Havre | MT | 11/1997 | 07/2021 |
| Lelok Travel | Havre | MT | 01/2007 | 07/2021 |
| Montana Actors Theater | Havre | MT | 09/2013 | 07/2021 |
| Northern Lights Athletic Scholarship Foundation | Havre | MT | 03/2014 | 07/2021 |
| Ot Enterprises | Havre | MT | 12/2017 | 07/2021 |
| Bear Paw Credit Union | Havre | MT | 04/2006 | 07/2021 |
| Lpl Financial Llc | Havre | MT | 07/2021 | Present |
1- 01/2018 / OT Enterprises / Real Estate Rental / 18 Hidden Valley Rd, Havre , MT 59501 / Investment Related / Havre, MT 59501 2- 07/2021 / DBA for LPL Business (entity for LPL business) / Northern View Wealth Management / Investment Related / Havre, MT 59501 3- 01/1996 / Overlie Rentals / Real Estate Rental / 57777 Clear Creek Rd, Havre , MT, , 59501 / Investment Related / Havre, MT 59501
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-09-25 |
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