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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-13 |
| MT | RA | APPROVED | 2006-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Missoulas | MT | 02/2006 | Present |
1. 02/28/2006 - NON-VARIABLE INSURANCE - SELL LTC INSURANCE - TIME SPENT 5% - MISSOULA, MT. 2. 02/28/2006 - NON-VARIABLE INSURANCE DBA - BIG SKY WEALTH MANAGEMENT - SELLING OUTSIDE FIXED INSURANCE - LTC, LIFE, DI. - TIME SPENT 10% - MISSOULA, MT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-26 |
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