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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2019-06-14 |
Branch Locations
24 S Brooks St, Sheridan, WY 82801 • United States
802 West Broadway, Jackson, WY 83002 • United States
1613 Coffeen Ave, Sheridan, WY 82801 • United States
40 East Hart St, Buffalo, WY 82834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Federal Bank And Trust | Sheridan | WY | 10/2016 | 09/2017 |
| First Interstate Bank | Laramie | WY | 09/2010 | 10/2016 |
| Morgan Stanley | Sheridan | WY | 09/2017 | 06/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 06/2019 |
| Lpl Financial Llc | Sheridan | WY | 06/2019 | Present |
| First Interstate Bank | Sheridan | WY | 06/2019 | Present |
1) 6/14/19- First Interstate Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 2) 6/11/2021 - First Interstate Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Advisor - Start Date: 6/12/2019 - 40 Hours Per Month/4 Hours During Securities Trading. 3) 09/27/2022 - HarleyQ - Investment Related - Sheridan, WY 82801 - Real Estate Rental - Start Date - 09/01/2022 - 5 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-29 |
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