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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| MT | RA | APPROVED | 2014-11-14 |
Branch Locations
2877 Overland Ave, Ste B, Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Billings | MT | 11/2014 | Present |
1. 11/13/2014 - ROCKHOPPER FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ Investment Related - At Reported Business Location(s) - Start Date 10/31/2014 - Time Spent 100% 2. 04/07/2016 - Skyview High School - Other - Coach - NOT INV REL - Billings, MT - START 04/01/2016 - Skyview HS JV softball coach - 60 HRS/MO; 0 HRS/MO DURING SECS TRDG HRS. 3. 02/24/2026 - Spitfire Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-31 |
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