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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 | 04/2015 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2015 | 11/2016 |
| Cetera Investment Advisers Llc | Billings | MT | 06/2015 | 11/2016 |
| Lpl Financial, Llc | Billings | MT | 11/2016 | Present |
1. 3/27/2020 - First Interstate Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2016 - 10 Hours Per Month/1 Hour During Securities Trading. 2. 11/16/2023 - Blue Dragonfly Holdings, LLC - Real Estate Rental - Owner - Investment Related - Worden and Lewiston, MT - Start Date 09/21/2023 - 5 Hours Per Month/ 0 Hours During Trading 3. 02/08/2024 - WestFab Custom Fabrication LLC DBA On The Rox Fabrication - Not Investment Related - 2118 N 9th RD Worden, MT 59088 - Other-Family Business - Business Operations Manager - Started 11/29/2016 - 8 Hours Per Month/0 Hours During Securities Trading. 4. 03/14/2024 - First Interstate Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Regional Trust Manager - Started 12/26/2022 - 160 Hours Per Month/6 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-21 |
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