Paul Allen Jones

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-05
CO	RA	APPROVED	2021-07-21
KY	RA	APPROVED	2021-07-21
MT	RA	APPROVED	2021-07-21
NV	RA	APPROVED	2021-07-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Waddell & Reed, Inc.	Bozeman	MT	10/2004	07/2021
Various Insurance Carriers For W & R Insurance Agencies	Manhattan	MT	10/2001	07/2021
Manhattan Chamber Of Commerce	Manhattan	MT	03/2010	01/2021
Biz To Biz	Elk River	MN	02/2013	10/2020
Three Forks Lds Church	Three Forks	MT	11/2013	07/2021
Lds Church	Three Forks	MT	05/2017	12/2019
Bozeman Area Chamber Of Commerce	Bozeman	MT	11/2019	07/2021
Lpl Financial Llc	Bozeman	MT	07/2021	Present

10/2004 → 07/2021

Waddell & Reed, Inc.

Bozeman, MT
10/2001 → 07/2021

Various Insurance Carriers For W & R Insurance Agencies

Manhattan, MT
03/2010 → 01/2021

Manhattan Chamber Of Commerce

Manhattan, MT
02/2013 → 10/2020

Biz To Biz

Elk River, MN
11/2013 → 07/2021

Three Forks Lds Church

Three Forks, MT
05/2017 → 12/2019

Lds Church

Three Forks, MT
11/2019 → 07/2021

Bozeman Area Chamber Of Commerce

Bozeman, MT
07/2021 → Present

Lpl Financial Llc

Bozeman, MT

1) 07/22/2021 - DBA for LPL Business (entity for LPL business) / Benchmark Financial Advisors / Investment Related / Bozeman, MT 59715

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-02-22
S63	Uniform Securities Agent State Law Examination	2004-10-22