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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2016-01-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Twin Bridges | MT | 01/2016 | Present |
1. 1/28/2016: Beaverhead Rock Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/15/2016 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 2. 1/28/2016: Beaverhead County Museum - Not Investment Related - 2333 MT Highway 41 South, Twin Bridges, MT 59754-9748 - For-Profit Board Member - Started 10/2014 - 3 Hours Per Month - Time Spent 3% - Board Member. 3. 1/28/2016: Box 3 - Not Investment Related - 2333 MT Highway 41 South, Twin Bridges, MT 59754-9748 - Other-Business Owner - Started 03/30/2015 - 25 Hours Per Month/0 Hours During Securities Trading - Time Spent 5% - Purebred Angus breeder. 4. 4/19/2021 - 3 Rivers Communications - Not Investment Related - 205 5th St. South, Fairfield, MT 59436 - For-Profit Board Member - Start Date: 3/29/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Member, Board of Trustees for 3 Rivers Telephone Cooperative, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-23 |
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