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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| ND | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
2246 Boot Hill Ct Ste 6A, Bozeman, MT 59715-7248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bozeman | MT | 10/1992 | 07/2021 |
| Hope Lutheran Church | Bozeman | MT | 01/1998 | 07/2021 |
| Terra Nova, Llc | Bozeman | MT | 04/2000 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Bozeman | MT | 12/1992 | 07/2021 |
| Lpl Financial Llc | Bozeman | MT | 07/2021 | Present |
1- 01/1972 / Family Farm Lease / Real Estate Rental / Hill County / Investment Related / Bozeman, Montana 2- 01/1995 / Terra Novo / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Bozeman, MT 59718 3- 06/07/2023 - Self/ Various Churches - Not Investment Related - Various Churches - Outside/W-2 Employment - Organist - Start Date 04/30/2023 - 10 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-07 |
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