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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-23 |
| MT | RA | APPROVED | 2020-09-14 |
| TX | RA | APPROVED_RES | 2020-09-14 |
Branch Locations
2066 Stadium Drive, Ste. 102, Bozeman, MT 59715 • United States
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services Inc | Seattle | WA | 02/2009 | 09/2020 |
| Lpl Financial Llc | Bozeman | MT | 09/2020 | Present |
1)09/11/2020 - Insurance - Non-Variable Insurance - inv rel - at reported business location(s) - start: 01/2019 - 1 hr/mth 2)09/11/2020 - PECK INVESTMENTS P.C., INC. - Business Entity For Tax/Investment Purposes Only - non-inv rel - Bozeman, MT - start: 06/2019 3)09/11/2020 - Bell Anne Properties - Real Estate Rental - Bozeman, MT - start: 06/2020 - 1 hr/mth 4) 09/11/2020 - Executor/POA for Ann Sheridan - inv rel - Bozeman, MT - start: 01/2012
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-12 |
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