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Kelly Thomas Morford

LPl Financial LLC

Libby, MT

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2023-01-06
  • MT RA
    APPROVED
    Since 2023-01-06

Branch Locations

609 W 8Th St Unit C, Libby, MT 59923 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Libby Public Schools Libby MT 08/2005 07/2022
Unemployed Libby MT 07/2022 10/2022
Glacier Life & Financial Services Libby MT 11/2022 Present
Lpl Financial Llc Libby MT 11/2022 Present
  • 08/2005 → 07/2022
    Libby Public Schools
    Libby, MT
  • 07/2022 → 10/2022
    Unemployed
    Libby, MT
  • 11/2022 → Present
    Glacier Life & Financial Services
    Libby, MT
  • 11/2022 → Present
    Libby, MT
Other Businesses

1) 11/22/2022 - Glacier Peak Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 11/22/2022 - REDBAND FLYFISHING APPAREL LLC - Business Owner - Libby, Montana 59923 - Non Investment related - 8 Hours per month - Start date: 03/04/2014. 3) 11/22/2022 - ROCKY MOUNTAIN TALENT SERVICES, INC - Other - Web & Graphic Design - Libby, Montana 59923 - Non Investment related - 5 Hours per month - Start date: 1/1/2022. 4) 11/22/2022 - GRUMBO RANCH, LLC - Business Owner (Shareholder) - Co-owner - Kinsey, Montana 59338 - Non Investment related - Start date: 1/12/2008.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-28
  • S66 Uniform Combined State Law Examination
    2022-12-28

View on SEC IAPD

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