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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-13 |
| MT | RA | APPROVED | 2016-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Interstate Bank | Billings | MT | 05/2012 | Present |
| Cetera Investment Services Llc | St. Cloud | MT | 05/2012 | 11/2016 |
| Cetera Investment Advisers Llc | Billings | MT | 01/2014 | 11/2016 |
| Lpl Financial Llc | Billings | MT | 11/2016 | Present |
1)11/29/16- First Interstate Investment Services-DBA for LPL Business (entity for LPL business)-Inv. Related- at reported business location(s)- 100% 2)11/29/16- First Interstate Bank - Relationship Manager-Inv. Related- at reported business location(s)- 1% 3. 04/18/2019 - International Free Ski Association - Not inv related - 50 Big Sky Resort Road Big Sky, MT 59716 - start date:03/08/2019 - 2 hrs/mo - 5 hrs during trading - International Free Skiing Association (IFSA) Competition Judge.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-11 |
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