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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 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
315 Edelweiss Dr Unit 8, Bozeman, MT 59718 • United States
Geyser, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merimac Cattle Co. | Geyser | MT | 01/1990 | 07/2021 |
| Waddell & Reed, Inc | Bozeman | MT | 11/2014 | 07/2021 |
| Montana Feed Association | Miles City | MT | 04/2017 | 07/2021 |
| Montana Stockgrowers Foundation | Helena | MT | 08/2018 | 07/2021 |
| Down Home Financial Strategies Llc | Bozeman | MT | 03/2019 | 07/2021 |
| Ty And Jyll Mcdonald | Bozeman | MT | 12/2019 | 07/2021 |
| Lpl Financial Llc | Bozeman | MT | 07/2021 | Present |
1) 03/2015 - Non-Variable Insurance / AOCP / Investment Related / 0Hrs/Mo During Trading / Clifton Park, NY 12065 2) 03/06/2019 - DBA for LPL Business (entity for LPL business) / Down Home Financial Strategies / Investment Related / 0Hrs/Mo During Trading / Bozeman, MT 59718 3) 09/08/2022 - Merrimac Cattle Co - Not Investment Related - J9475 MT HWY 551, Geyser, MT 59447 - Business Owner - Secretary/Treasurer - Start Date - 5/1/2006 - 40 Hours Per Month 4) 09/08/2022 - No Business Name - Investment Related - Home Based - Real Estate Rental - Start Date - 1/1/2020 - 1 Hours Per Month 5) 05/11/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 05/05/2023 - 1 Hours Per Month/1 Hours During Securities Trading 6) 07/07/2023 - Down Home Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/23/2023 - 160 Hours Per Month/ 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-26 |
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