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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED | 2024-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Polson | MT | 01/2015 | 07/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Polson | MT | 03/2013 | 07/2017 |
| Flathead Consulting Group Llc | Polson | MT | 03/2010 | Present |
| Voya Financial Advisors, Inc. | Ronan | MT | 07/2017 | 06/2021 |
| Cetera Advisor Networks Llc | Ronan | MT | 06/2021 | 08/2024 |
| Stonefly Financial Llc | Ronan | MT | 11/2017 | Present |
| Cetera Investment Advisers Llc | Ronan | MT | 06/2023 | 08/2024 |
| Lpl Financial Llc | Ronan | MT | 08/2024 | Present |
1.08/20/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name stonefly Financial LLC; Investment Related; at Reported Business Location(s); Start Date 04/02/2015; 40hrs/mth; 8hrs during trading 2.08/20/2024; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/02/2015; 5hrs/mth; 1hrs during trading 3.08/20/2024; Flathead Consulting Group LLC; Real Estate Rental; Investment Related; 41398 Flathead view Dr.,Polson; Start Date 04/06/2015; 3hrs/mth; 1hrs during trading 4.08/20/2024; Apple Blossom LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/23/2024; 1hrs/mth; 0.1hrs during trading 5.08/14/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name STONEFLY FINANCIAL; Investment Related; at Reported Business Location(s); Start Date 07/08/2024; 160hrs/mth; 160hrs during trading 6.08/14/2026; Norwex with Kelsey; Direct Sales/ MLM; Not Investment Related; Polson,MT; Start Date 02/07/2023; 1hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-25 |
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