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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-21 |
| MT | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Kalispell | MT | 03/2009 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Kalispell | MT | 05/2009 | 07/2021 |
| Ja Lowry, Llc | Kalispell | MT | 09/2012 | Present |
| Jd Flats Llc | Kalispell | MT | 03/2017 | 10/2020 |
| Front Range Group, Llc | Great Falls | MT | 01/2018 | Present |
| Lpl Financial, Llc | Kalispell | MT | 07/2021 | Present |
1) 02/13/2018 - Front Range Financial Advisors / Front Range Financial Advisors / Investment Related / 40 HR/MO / 2) 2017 - Front Range Group LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 0HRS/MO / 300 Central Ave suite 400 Great Falls, MT 59401 3) 04/30/2012 - J.A. Lowry, LLC / J.A. Lowry, LLC / Not Investment Related / 0HRS/MO / 1366 Helena Flats Rd, Kalispell, MT 59901 4) 07/2021 - VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES / Non-Variable Insurance / Investment Related / 0HRS/MO / KALISPELLMontana
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-24 |
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