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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
49573 Us Hwy 93, Polson, MT 59860 • United States
2 Main Street, Kalispell, MT 59901 • United States
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 |
|---|---|---|---|---|
| First Interstate Bank | Polson | MT | 03/2011 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 04/2011 | 11/2016 |
| Cetera Investment Advisers Llc | Polson | MT | 01/2014 | 11/2016 |
| Lpl Financial Llc | Polson | 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- Investment Specialist- Inv. Related- at reported business location(s)- 99%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-17 |
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