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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED | 2025-08-06 |
Branch Locations
2023 Stadium Dr Ste 2B-201, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mykal & Roald Aageson | Bozeman | MT | 01/2022 | 02/2023 |
| Stockman Bank | Belgrade | MT | 08/2020 | 12/2022 |
| Iowa State University Extension & Outreach - Sioux County | Orange City | IA | 07/2017 | 08/2020 |
| Peace Corps Uganada | Rugazi | 05/2015 | 07/2017 | |
| Lpl Financial Llc | Bozeman | MT | 01/2023 | Present |
1. 07/2025 - Mary Kay - MLM - Not Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Belgrade, MT 59714 - OBA Start Date : 11/20/2021 2. 07/2025 - Grace Counseling - Outside/1099 Employment - Not Investment Related - 4 Hour(s)/Month - 0 Hour(s) During Trading - Pella, IA 50219 - OBA Start Date : 05/01/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
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