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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-12 |
| MT | RA | APPROVED | 2025-10-27 |
Branch Locations
1222 Whitefish Stage Rd Suite 200, Kalispell, MT 59901 • United States
445 Broadhollow Road Suite 405, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rocking Heart Ranch | Whitefish | MT | 01/2018 | 01/2021 |
| Anderson Masonry | Bigfork | MT | 06/2021 | 08/2021 |
| Whitefish Mountain Resort | Whitefish | MT | 12/2021 | 01/2022 |
| Northwest Gutter Guards | Lakeside | MT | 06/2022 | 09/2022 |
| Parking Management Company | Missoula | MT | 06/2023 | 06/2024 |
| Lpl Enterprise | Kalispell | MT | 04/2025 | Present |
| Unemployed | Kalispell | MT | 06/2024 | 04/2025 |
| Student | Kalispell | MT | 01/2014 | 01/2018 |
| University Of Montana | Missoula | MT | 01/2021 | 06/2021 |
| University Of Montana | Missoula | MT | 08/2021 | 12/2021 |
| University Of Montana | Missoula | MT | 01/2022 | 06/2022 |
| University Of Montana | Missoula | MT | 09/2022 | 06/2023 |
1) 09/02/2025-Evan Todd-Financial Professionals-Non-Variable Insurance/Insurance Agency-Inv Related-At Kalispell, MT-Start date 03/05/2025-160hrs/mth-160hrs/mth during trading 2) 03/05/2025-Prudential Advisors-Financial Professionals-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/05/2025-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
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