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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| LA | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NH | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| WA | 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 | Bozeman | MT | 11/2006 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Bozeman | MT | 01/2007 | 07/2021 |
| Biz To Biz | Kalispell | MT | 01/2013 | 02/2020 |
| American Legion Post 14 | Bozeman | MT | 06/2010 | 07/2021 |
| Fob Johnson | Bozeman | MT | 02/2016 | 03/2017 |
| Drws Llc | Bozeman | MT | 01/2019 | 07/2021 |
| Core Wealth | Bozeman | MT | 02/2019 | 07/2021 |
| Marine Corps League | Stafford | VA | 08/2018 | 08/2020 |
| Lpl Financial Llc | Bozeman | MT | 07/2021 | Present |
1) 2/2019 - DBA for LPL Business (entity for LPL business) - Core Wealth, LLC - Investment Related - 1hr/mon - Bozeman, MT, 59718 2) 1/2019 - Business Entity For Tax/Investment Purposes Only - DRWS, LLC - Not Investment Related - 1hr/mon - Bozeman, MT, 59718 3) 07/02/2024 - Core Wealth Ritter - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/25/2024 - 0 Hours Per Month/ During Trading 4) 07/02/2024 - Ritter - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/25/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-28 |
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