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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-12 |
| SD | RA | APPROVED | 2023-09-11 |
Branch Locations
1508 Mountain View Road, Rapid City, SD 57702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Rapid City | SD | 06/2016 | 09/2023 |
| Bms Financial Advisors, Llc | Rapid City | SD | 06/2016 | Present |
| Osaic Wealth, Inc. | Rapid City | SD | 09/2023 | 09/2023 |
| Lpl Financial Llc | Rapid City | SD | 09/2023 | Present |
1) 08/22/2023 - BMS FINANCIAL ADVISORS. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 200 Hours per month. 2) 12/06/2023 - Diversified Brokerage Services - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/29/2023 - 10 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-22 |
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