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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-05 |
| MT | RA | APPROVED | 2019-01-04 |
Branch Locations
2023 Stadium Dr Ste 2B-201, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Victory Office Supply | Bozeman | MT | 07/2015 | 09/2018 |
| Lpl Financial, Llc | Bozeman | MT | 09/2018 | Present |
1.09/27/2018; Tyler Cotterell Inc; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 04/01/2016; 80hrs/mth; hrs during trading 2.07/28/2020; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Intermountain Financial Group - Montana; Investment Related; at Reported Business Location(s); Start Date 09/27/2018; 30hrs/mth; 30hrs during trading 3.08/19/2021; Cotterell Wealth Management; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/01/2021; 30hrs/mth; 30hrs during trading 4.08/24/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Kingdom Building Advisors; Investment Related; at Reported Business Location(s); Start Date 08/20/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-03 |
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