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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-05-07 |
Branch Locations
830 Shiloh Crossing Blvd, Billings, MT 59107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Glendive | MT | 08/2016 | 05/2018 |
| Full Time Education | Plymouth | WI | 08/2018 | 05/2020 |
| Ameriprise Financial Crwla | Billings | MT | 06/2020 | 11/2022 |
| Ameriprise Financial Services, Llc | Billings | MT | 11/2022 | 03/2025 |
| Ameriprise Financial Services, Llc | Billings | MT | 03/2020 | 03/2020 |
| First Interstate Bank | Billings | MT | 03/2025 | Present |
| Lpl Financial Llc | Billings | MT | 05/2025 | Present |
| Unemployed | Glendive | MT | 05/2018 | 08/2018 |
1- 04/2025 / First Interstate Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 04/2025 / Trevor Meier / Non-Variable Insurance / 10 hrs mth / 0 hrs during trading / Billings, MT / Start date: 01/01/2021 3- 04/2025 / Digital Wealth Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-10 |
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