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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-28 |
| SD | RA | APPROVED | 2019-12-10 |
Branch Locations
1136 Jackson Blvd Ste 2, Rapid City, SD 57702 • United States
146 W Hudson St, Spearfish, SD 57783 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partridge Financial | Rapid City | SD | 11/2007 | Present |
| Securities America Inc | Rapid City | SD | 07/2015 | 12/2019 |
| Securities America Advisors | Rapid City | SD | 07/2015 | 12/2019 |
| Lpl Financial, Llc | Rapid City | SD | 12/2019 | Present |
1. 07/2015 - Non-Variable Insurance - JEFFREY PARTRIDGE - 5% - INVESTMENT RELATED - RAPID CITY, SD 57702 2. 08/2018 - Real Estate Rental - 7174 PRESTWICK RD, RAPID CITY SD 57702 - 0% - INVESTMENT RELATED - RAPID CITY, SD 57702 3. 4/17/2020 - Partridge Financial, Inc. - DBA: Partridge Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 140 Hours Per Month/7 Hours During Securities Trading. 4. 11/07/2022 - South Dakota Board of Regents - Not Investment Related - At Reported Business Location(s) for Zoom meetings - Non-Profit Board Member - Start Date: 04/07/2022 - 10 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-24 |
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