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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 | Havre | MT | 05/2014 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Havre | MT | 08/2014 | 07/2021 |
| Bear Paw Credit Union | Havre | MT | 08/2016 | 07/2021 |
| Biz To Biz Network | Havre | MT | 05/2018 | 07/2021 |
| Lpl Financial Llc | Havre | MT | 07/2021 | Present |
1. 05/02/2022 - Northern view wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business - Start Date - July 2021. 2. 03/20/2024 - Associates of Clifton Parks - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Started: 2/12/2024 - 1 Hr/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-12 |
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