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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED | 2023-08-31 |
Branch Locations
27 Neill Ave, Suite 205, Helena, MT 59601 • United States
27 Neill Ave, Suite 205, Helena, MT 59601 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 08/2023 |
| The Investment Group Llc | Helena | MT | 04/2023 | Present |
| The January Corporation | Helena | MT | 01/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 08/2023 |
| Lpl Financial Llc | Helena | MT | 08/2023 | Present |
1) 07/2023 - J & T Cabin LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Helena, MT - Start date 02/02/2010 2) 07/2023 - The Investment Group LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160 hrs per month 3) 07/2023 - THE JANUARY CORPORATION / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Helena, MT - Start date 01/02/1990 - 160 hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-18 |
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