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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-09-12 |
| TX | RA | APPROVED | 2023-09-11 |
Branch Locations
1241 E. Saint Joseph St, Rapid City, SD 57701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A2Z Business And Tax Service | Rapid City | SD | 01/2007 | Present |
| Sagepoint Financial | Phoenix | AZ | 07/2015 | 09/2023 |
| Osaic Wealth, Inc. | Rapid City | SD | 09/2023 | 09/2023 |
| Lpl Financial Llc | Rapid City | SD | 09/2023 | Present |
1) 08/30/2023 - Public Notary - Investment related - Rapid City, SD - Start date: 6/27/2007- 0hrs 2) 08/30/2023 - A2Z BUSINESS & TAX SERVICE - Tax Prep/Accounting/CPA - - Investment related - Rapid City, SD - Start date: 6/1/2007- 80hrs/mth 3) 08/30/2023 - KLEIN & PUTNAM LLC - Business Entity For Tax/Investment Purposes Only - -Non investment related - Rapid City, SD - Start date: 6/01/2001 - 80hrs/mth 4) 08/30/2023 - RPTK LLC - Real Estate Rental - Non investment related - Rapid City, SD -Start date: 6/1/2007- 0hrs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-02-01 |
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