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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gap Inc. | San Francisco | CA | 09/2019 | 04/2024 |
| Apple Pioneer Place | Portland | OR | 08/2016 | 09/2019 |
| Expedition Trips | Polson | MT | 04/2024 | 07/2025 |
| Lpl Financial | Polson | MT | 01/2025 | Present |
1.08/20/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Stonefly Financial LLC; Investment Related; at Reported Business Location(s); Start Date 01/09/2025; 160hrs/mth; hrs during trading 2.08/20/2025; BASKETBALL OFFICIANT; Outside/W-2 Employment; Not Investment Related; 41398 FLATHEAD VIEW DR. POLSON,MT; Start Date 01/01/2012; 20hrs/mth; 5hrs during trading 3.08/31/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name RCM Capital; Investment Related; at Reported Business Location(s); Start Date 08/01/2026; 160hrs/mth; 140hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-24 |
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