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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Denning, Downey & Associates Cpas | Kalispell | MT | 06/2022 | 03/2023 |
| Lehrkind's Inc. | Bozeman | MT | 08/2019 | 05/2022 |
| University Business Services | Bozeman | MT | 11/2019 | 04/2020 |
| Mesa Moving & Storage | Bozeman | MT | 05/2019 | 08/2019 |
| Marga Hosaeus Fitness Center | Bozeman | MT | 08/2018 | 05/2019 |
| Lowe's | Helena | MT | 06/2018 | 08/2018 |
| Montana State University | Bozeman | MT | 08/2017 | 06/2018 |
| The Floor Show | Helena | MT | 06/2017 | 08/2017 |
| Willis Cruise House | Helena | MT | 06/2017 | 08/2017 |
| Helena High School | Helena | MT | 03/2017 | 06/2017 |
| Kmart | Helena | MT | 12/2015 | 03/2017 |
| Securities America, Inc. | Helena | MT | 03/2023 | 01/2024 |
| Securities America Advisors | Helena | MT | 06/2023 | 01/2024 |
| Lpl Financial Llc | Helena | MT | 01/2024 | Present |
1) 11/2023 - Sonder Financial Strategies - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 120hrs/month - 100% time spent 2) 11/2023 - THE CHAMBERLIN GROUP - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 120hrs/month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-14 |
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