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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2021-07-21 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| IA | RA | APPROVED | 2021-07-21 |
| LA | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| ND | RA | APPROVED | 2021-07-21 |
| SD | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WY | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Billings | MT | 02/2015 | 07/2021 |
| X Bar S Enterprise | Billings | MT | 06/2007 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Billings | MT | 02/2015 | 07/2021 |
| Chad Hooker Properties Llc | Billings | MT | 06/2004 | 07/2021 |
| Red Roan, Llc | Billings | MT | 11/2015 | 07/2021 |
| Liftt | Billings | MT | 10/2017 | 12/2019 |
| Blue Roan Llc | Billings | MT | 10/2019 | 07/2021 |
| Liftt (Living Independently For Today & Tomorrow) | Billings | MT | 10/2020 | 07/2021 |
| Lpl Financial Llc | Billings | MT | 07/2021 | Present |
1) 6/25/2021: Chad Hooker Properties, LLC; Billings, MT; Real Estate Rental; Inv. related; start date 6/1/2004; 5% time spent. 2) 6/25/2021: Hooker Livestock, Inc; Billings, MT; Other; Not inv. related; start date 1/1/2021; 5% time spent. 3) 6/25/2021: X Bar S Enterprise, LLC; Billings, MT; Real Estate Rental; Inv. related; start date 4/30/2007. 4) 10/19/2021: Montana Financial Group, LLC; DBA: Montana Financial Group; At Reported Business Location(s); DBA for LPL Business (entity for LPL business); Inv. related; Start date 10/12/2021; 2hrs/mo.; 0hrs during trading. 5) 3/22/2023 - Montana Tax Group, PLLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date - 3/22/2023 - 0 Hours Per Month 6) 11/2/2023: BLUE ROAN, LLC; Billings, MT; Real Estate Rental; Owner; Inv. related; start date 6/25/2021; 10hrs/mo.; 0hrs during trading. 7) 12/03/2024 - BackNine Insurance and Financial Services Inc. - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/03/2024 - 4 Hours per Month/ During Trading 8) 01/15/2026 - Hooker Ag, LLC - Real Estate Rental - Investment Related - Billings, MT - Start Date 12/25/2025 - 5 hours per month/ 0 hours during trading 9) 06/10/2026 - Cooledge Real Estate, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Billings, MT - Start Date 06/05/2026 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-12 |
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