Reed Allen Gerth

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2021-01-30
TX	RA	APPROVED	2021-01-29

MT RA
APPROVED

Since 2021-01-30
TX RA
APPROVED

Since 2021-01-29

Branch Locations

Billings, MT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Billings	MT	06/2013	11/2016
Wells Fargo Clearing Services, Llc	Billings	MT	11/2016	01/2021
Lpl Financial Llc	Missoula	MT	01/2021	Present

06/2013 → 11/2016

Wells Fargo Advisors, Llc

Billings, MT
11/2016 → 01/2021

Wells Fargo Clearing Services, Llc

Billings, MT
01/2021 → Present

Lpl Financial Llc

Missoula, MT

Previous Registrations

2013-06-05 → 2021-02-08

Wells Fargo Clearing Services, Llc

Billings, MT

Glasgow, MT

Red Lodge, MT

Billings, MT

Forsyth, MT

Baker, MT

Circle, MT

Roundup, MT

Sidney, MT

Superior, MT

Missoula, MT

Missoula, MT

Missoula, MT

Forsyth, MT
2008-09-10 → 2013-06-20

Edward Jones

St Louis, MO

Billings, MT

Billings, MT

Billings, MT

Other Businesses

1) 01/25/2021 - Montana Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2021 2) 05/06/2021- Quantum Leap Investments Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/10/2021 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-08-28

S66 Uniform Combined State Law Examination

2008-08-28

View on SEC IAPD