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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-08-11 |
Branch Locations
2246 Boot Hill Ct Ste 6A, Bozeman, MT 59715-7248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-04 |
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