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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2017-02-22 |
Branch Locations
2307 Stephens Ave #A, Missoula, MT 59801 • United States
Clinton, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2008 | 01/2017 |
| Lpl Financial, Llc | Missoula | MT | 02/2017 | Present |
1. 02/21/2017 - BIG SKY WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ MISSOULA, MT 2. 08/22/2019 - JTR Inc. - Investment related - 8867 Teague Ranch Rd Clinton Mt, 59825 - Business Entity For Tax/Investment Purposes Only - start date:06/06/2017 - 1 hr/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-31 |
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