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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
1210 West Kent Ave. Ste 201, Missoula, MT 59801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schmautz Bros. | Missoula | MT | 10/1975 | Present |
| Waddell & Reed, Inc. | Missoula | MT | 02/1982 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Missoula | MT | 09/1982 | 07/2021 |
| Gregory Schmautz, Cfp | Missoula | MT | 01/2003 | Present |
| Lake Missoula Investors, Llc | Missoula | MT | 03/1982 | Present |
| Greg Schmautz Llc | Missoula | MT | 01/2015 | Present |
| Ywca Of Missoula | Missoula | MT | 09/2003 | 03/2019 |
| Lpl Financial Llc | Missoula | MT | 07/2021 | Present |
1) 06/2019 - Real Estate Rental / 3100 Washburn / Investment Related / 3Hrs/Mo 0Hrs/Mo During Trading / 3100 Washburn MT 59801-8358 Missoula County 2) 07/2021 - DBA for LPL Business (entity for LPL business) / WRI Investments / Investment Related / Missoula, MT 59801 3) 08/2015 - Real Estate Rental / 112 Tahoe / Investment Related / 5Hrs/Mo 0Hrs/Mo During Trading / 112 Tahoe Drive, Missoula, MT 59803-1238 4) 1974 - Real Estate Rental / Schmautz Brothers, LLP / Investment Related / 1Hr/Mo 0Hrs During Trading / 420 University Avenue, Missoula, MT 59801 5) 06/1982 - Real Estate Rental / Lake Missoula Investors, LLP / Investment Related / 10Hrs/Mo 0Hrs/Mo During Trading / Missoula , MT 59801 6) 07/2021 - Non-Variable Insurance / Greg Schmautz / Investment Related / 6Hrs/Mo 0Hrs/Mo During Trading / Missoula, MT 59801
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-19 |
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