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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 08/2023 |
| The Investment Group Llc | Helena | MT | 04/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 08/2023 |
| Lpl Financial Llc | Helena | MT | 08/2023 | Present |
1) 07/19/2023 - THE INVESTMENT GROUP, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 1 Hour per month. 2) 07/19/2023 - MONTANA BOAT SHOW - Other - Sales Rep - Lewis and Clark Fairgrounds - Non investment related - 1 Hour per month - Start date: 01/27/2003.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-03 |
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