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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-03 |
| MT | RA | APPROVED | 2016-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Interstate Bank | Billings | MT | 04/1995 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 12/2006 | 11/2016 |
| Cetera Investment Advisers Llc | Billings | MT | 01/2014 | 11/2016 |
| Lpl Financial | Billings | MT | 11/2016 | Present |
| Montana State University Billings | Billings | MT | 06/2017 | 08/2018 |
1. 11/29/2016 - First Interstate Bank/ Financial Institution Duty/ 100%/ Billings, MT 2. 11/29/2016 - First Interstate Investment Services/ DBA Only/ 100%/ Billings, MT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-13 |
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