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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-11-29 |
| MT | RA | APPROVED | 2017-11-29 |
| OR | RA | APPROVED | 2017-11-29 |
| WA | RA | APPROVED | 2017-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America, Inc. | Kalispell | MT | 05/1994 | 11/2017 |
| Flathead Wealth Management | Kalispell | MT | 01/2006 | Present |
| Lpl Financial Llc | Whitefish | MT | 11/2017 | Present |
1. 11/29/2017 - FLATHEAD WEALTH MANAGEMENT, INC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/29/2017 - HIDDEN MOOSE LODGE, INC. - Not Investment Related - Whitefish, MT - Real Estate Rental - Start Date 1995 - 4 Hours Per Month - VICE PRESIDENT & OWNER OF BED & BREAKFAST. 3. 11/29/2017 - United Life - Investment Related - 118 2nd Ave SE Cedar Rapids, IA 55207 - Non-Variable Insurance - Sales of fixed insurance products - Start Date 2000 - 1 Hour Per Month - Fixed annuity/immediate annuity and life insurance. 4. 11/29/2017 - United Life - Investment Related - 118 2nd Ave SE Cedar Rapids, IA 55207 - Property and Casualty - Sales of Property and Casualty Insurance - Start Date 2000 - Fixed annuity/SPIA and Life insurance. 5. 5/2/2018 - Noble Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/27/2018 - 160 Hours Per Month During Securities Trading. 6. 2/21/2020 - ICAG Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/24/2020 - 2 Hours Per Month During Securities Trading. 7. 07/16/2024 - Axford Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/01/2020 - 0 Hours Per Month/ During Trading 8) 02/27/2025 - SBG is now Syncronize/Lockton affinity - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:12/03/2018 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-09 |
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