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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bozeman | MT | 07/2021 | Present |
| Blue Collar Restaurant Group Dba Tanglewood | Bozeman | MT | 08/2020 | 05/2022 |
| Big Sky Benefit Solutions | Bozeman | MT | 07/2020 | 03/2021 |
| Caps Payroll | Los Angeles | CA | 06/2016 | 02/2018 |
| Caps Payroll | Los Angeles | CA | 02/2018 | 10/2019 |
| Unemployed | Bozeman | MT | 10/2019 | 03/2020 |
| Waddell & Reed | Bozeman | MT | 03/2020 | 07/2021 |
1) 04/13/2023 - Core Wealth - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 04/09/2024 - Longfellow School - Non-Inv Related - Bozeman, MT - Outside/W-2 Employment - Resident Artist - Started: 2/2/2024 - 8 Hrs/Mo; 4 Hrs During Trading. 3) 06/24/2024 - Core Wealth Ritter - Investment Related - At Reported Business Location(s) - Start Date 06/20/2024 - 0 Hours Per Month/ During Trading 4) 06/24/2024 - Ritter - Investment Related - At Reported Business Location(s) - Start Date 06/20/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-20 |
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