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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Interstate Bancsystem Inc. | Billings | MT | 05/2008 | Present |
| Lpl Financial | Billings | MT | 09/2020 | Present |
1- 09/2020 / First Interstate Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / Billings, MT 2- 02/2005 / First Interstate Wealth Management / Financial Institution Duty / Investment Related / Billings, MT 3- 07/06/2023 - Yellowstone County MT Tax Appeals Board - Not Investment Related - Billings. MT - Non-Profit Board Member - Start Date 3/01/2023 - 2 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
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