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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2017-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Interstate Bank | Billings | MT | 08/2008 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2011 | 11/2016 |
| Lpl Financial, Llc | Billings | MT | 11/2016 | Present |
1. 11/29/2016 - FIRST INTERSTATE INVESTMENT SERVICES - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 7/8/2020 - First Interstate Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Trust Specialist - Started 11/29/2019 - 170 Hours Per Month - Trust Specialist, Billings Wealth/Investment Management team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-30 |
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