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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| MT | RA | APPROVED | 2024-05-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Helena | MT | 02/2024 | Present |
| The Investment Group Llc | Helena | MT | 12/2023 | 07/2026 |
| Unemployed | Helena | MT | 10/2023 | 12/2023 |
| Greenfield Environmental Trust Group, Inc. | Helena | MT | 08/2021 | 10/2023 |
| Unemployed | Helena | MT | 07/2021 | 08/2021 |
| Rocky Mountain Development Council, Inc. | Helena | MT | 03/2016 | 07/2021 |
| The Investment Group Llc | Helena | MT | 07/2026 | Present |
1. 08/20/2024- The Investment Group LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 160 Hours Per Month/ 158 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-01 |
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