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Kristin Lambers Costle

LPl Financial LLC

Bozeman, MT

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2021-08-11
  • MT RA
    APPROVED
    Since 2021-08-11

Branch Locations

2246 Boot Hill Ct Ste 6A, Bozeman, MT 59715-7248 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Clancy MT 10/2020 11/2020
Austin Peo Helena MT 08/2017 10/2020
Unemployed Helena MT 11/2016 08/2017
Helena School District Helena MT 08/2015 11/2016
Waddell & Reed Inc Clancy MT 11/2020 07/2021
Michael Costle Bozeman MT 11/2020 07/2021
Blackmore Ventures Llc Helena MT 03/2015 01/2021
Nighthawk Holdings Llc Helena MT 12/2019 01/2021
Lpl Financial Llc Bozeman MT 07/2021 Present
  • 10/2020 → 11/2020
    Unemployed
    Clancy, MT
  • 08/2017 → 10/2020
    Austin Peo
    Helena, MT
  • 11/2016 → 08/2017
    Unemployed
    Helena, MT
  • 08/2015 → 11/2016
    Helena School District
    Helena, MT
  • 11/2020 → 07/2021
    Waddell & Reed Inc
    Clancy, MT
  • 11/2020 → 07/2021
    Michael Costle
    Bozeman, MT
  • 03/2015 → 01/2021
    Blackmore Ventures Llc
    Helena, MT
  • 12/2019 → 01/2021
    Nighthawk Holdings Llc
    Helena, MT
  • 07/2021 → Present
    Bozeman, MT
Other Businesses

1. 10/28/2021 - Costle Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/7/2022 - KCostle Enterprises - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/01/2021 - 20 Hours Per Month/15 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-04
  • S66 Uniform Combined State Law Examination
    2021-08-04
Other Names
  • Kristin Joann Lambers

View on SEC IAPD

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