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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-07-21 |
| NE | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
417 Central Ave, Ste 2A, 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 | 01/2008 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Great Falls | MT | 07/2008 | 07/2021 |
| Sarah J Benton Llc | Great Falls | MT | 04/2011 | Present |
| High Plains Team Llc | Great Falls | MT | 05/2015 | Present |
| Cascade Farmers Mutual Insurance Company | Great Falls | MT | 11/2019 | Present |
| Sarah Moldan Llc | Great Falls | MT | 04/2011 | Present |
| Lpl Financial, Llc | Great Falls | MT | 07/2021 | Present |
1. 8/24/2021 - Sarah Peebles-Moldan Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 09/13/2021 - Cascade Farmers Mutual Insurance Company - For-Profit Board Member - Board Member - Not Investment Related - 5000 9th Ave S, Great Falls, MT, 59405 - Started 10/2019 3. 09/13/2021 - Sarah Peebles Moldan Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/2021 4. 09/13/2021 - Sarah Moldan, LLC - Business Entity For Tax/Investment Purposes Only - Owner - Not Investment Related - Home Based - 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-15 |
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