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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-13 |
| MT | RA | APPROVED | 2018-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Kalispell | MT | 12/2011 | 06/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Kalispell | MT | 02/2012 | 06/2018 |
| Michael French | Malta | MT | 01/2004 | Present |
| Flathead Valley Little Guy Football | Kalispell | MT | 08/2015 | 06/2018 |
| Glacier High School | Kalispell | MT | 11/2015 | 06/2018 |
| Big Mountain Crossfit | Whitefish | MT | 08/2017 | 06/2018 |
| Lpl Financial, Llc | Kalispell | MT | 06/2018 | Present |
1. 06/06/2019 - French Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/17/2019 - 160 Hours per Month/160 Hours During Securities Trading. 2. 12/29/2020 - Exclusive Insurance Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker - Started 01/01/2021 - 3 Hours Per Month/0 Hours During Securities Trading. 3. 11/16/2023 - Hi Line Holdings, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 05/01/2023 - 5 Hours Per Month/ 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-28 |
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