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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-06 |
| MT | RA | APPROVED | 2021-07-21 |
Branch Locations
300 Central Ave, Ste 400, Great Falls, MT 59401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Great Falls | MT | 09/2003 | 07/2021 |
| Various Insurance Carriers For Waddell & Reed Insurance Agencies | Great Falls | MT | 12/2003 | 07/2021 |
| Bwr Of Montana Inc | Great Falls | MT | 02/2009 | 10/2020 |
| Brenda Way Rubino | Great Falls | MT | 01/2007 | 07/2021 |
| Sarah Benton | Great Falls | MT | 01/2014 | 07/2021 |
| Candra Oakes-Niswanger | Great Falls | MT | 07/2011 | 07/2021 |
| Lpl Financial Llc | Great Falls | MT | 07/2021 | Present |
1- 07/2021 / Non-Variable Insurance / Investment Related / Great Falls, MT 2- 09/2019 / DBA for LPL Business (entity for LPL business) / High Plains Wealth Management Group / Investment Related / Great Falls MT 59401 3-12/12/2024 - DMW of the Falls - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 2 hours per month/ 5 hours during trading 4. 04/15/2025 - Securian Financial - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date: 04/14/2025 - 1 hours per month/ 1 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-05 |
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