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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-11-27 |
| TX | RA | APPROVED | 2023-11-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Missoula | MT | 03/2009 | 09/2018 |
| B.B. Graham & Company | Orange | CA | 09/2018 | 11/2023 |
| Lpl Financial Llc | Missoula | MT | 11/2023 | Present |
1)09/18/2023 - COGHLAN FINANCIAL - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 - 160 Hr/Mth 2)09/18/2023 - Real Estate Rental - Owner - Missoula, MT - Start: 06/2017 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-30 |
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