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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-07-21 |
Branch Locations
415 4Th Ave, Havre, MT 59501 • United States
100 N 27Th St #600E, Billings, MT 59101 • United States
300 Central Ave, Ste 400, Great Falls, MT 59401 • United States
300 Central Ave, Ste 400, Great Falls, MT 59401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Great Falls | MT | 12/2019 | 07/2021 |
| Waddell & Reed Inc | Santa Monica | CA | 06/2019 | 12/2019 |
| High Plains Team Waddell & Reed | Santa Monica | CA | 06/2019 | 07/2021 |
| Jhs Inc | Helena | MT | 06/2017 | 08/2018 |
| Capital City Health Club | Helena | MT | 05/2017 | 08/2017 |
| Student | Billings | MT | 08/2009 | 05/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | Great Falls | MT | 12/2019 | 07/2021 |
| Lpl Financial Llc | Havre | MT | 07/2021 | Present |
1) 2026-04-20 - MacLean Ltd Co - Business Entity For Tax/Investment Purposes Only - N - 20 - 0 - at reported business location(s) - 2026-04-07 - Created this LLC for pass thru of LPL compensation paid for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-03 |
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