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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-01-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Helena | MT | 05/2015 | 12/2023 |
| Lpl Finacnial Llc | Helena | MT | 01/2024 | Present |
1) 11/2023 - SONDER FINANCIAL STRATEGIES - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 11/2023 - THE CHAMBERLIN GROUP - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 3) 11/2023 - BEAVER CREEK INVESTMENTS - Business Owner - Non-inv. Related - Helena, MT - Owner - Start Date 1/8/2024 - 1hr/month - 1% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-09 |
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