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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| MT | RA | APPROVED | 2021-07-21 |
Branch Locations
300 Central Ave, Ste 400, Great Falls, MT 59401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Great Falls | MT | 07/2014 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Great Falls | MT | 07/2014 | 07/2021 |
| Soccer Coach | Great Falls | MT | 08/2015 | 06/2017 |
| Great Falls Chamber Of Commerce | Great Falls | MT | 07/2017 | 08/2020 |
| Great Falls City Parking Advisory Commission | Great Falls | MT | 09/2017 | 09/2018 |
| Leadership Great Falls | Great Falls | MT | 08/2015 | 07/2021 |
| Special Olympics Montana | Great Falls | MT | 12/2017 | 08/2020 |
| Front Range Group Llc | Great Falls | MT | 01/2017 | 07/2021 |
| Super Team Llc | Great Falls | MT | 08/2020 | 07/2021 |
| Mt Fish Wildlife And Parks | Great Falls | MT | 06/2020 | 07/2021 |
| Lpl Financial Llc | Great Falls | MT | 07/2021 | Present |
1. 1/19/2022 - Front Range Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/02/2018 - 5 Hours Per Month/0 Hours During Securities Trading. 2. 1/27/2022 - SuperTeam LLC - Investment Related - At Reported Business Location(s) & Great Falls, MT 59404 - Real Estate Rental - Start Date: 9/1/2020 - 2 Hours Per Month/0 Hours During Securities Trading - Co-owners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-18 |
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