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Jeffrey Thomas Ricklefs

LPl Financial LLC

Missoula, MT

Clinton, 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 2017-02-22
  • MT RA
    APPROVED
    Since 2017-02-22

Branch Locations

2307 Stephens Ave #A, Missoula, MT 59801 • United States

Clinton, MT • 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
Edward Jones St Louis MO 06/2008 01/2017
Lpl Financial, Llc Missoula MT 02/2017 Present
Previous Registrations
  • 2008-08-14 → 2017-02-01
    Missoula, MT
    Missoula, MT
    St Louis, MO
    Shelby, MT
    Clinton, MT
    Missoula, MT
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-31
  • S66 Uniform Combined State Law Examination
    2008-07-31

View on SEC IAPD

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