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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-02-12 |
Branch Locations
2023 Stadium Dr Ste 2B-201, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hemet High School | Hemet | CA | 04/2016 | 08/2018 |
| Rocky Mountain Easter Seals Goodwill | Great Falls | MT | 08/2018 | 04/2019 |
| Montana State University | Bozeman | MT | 04/2019 | 08/2019 |
| Smiling Moose Rocky Mountain Deli | Bozeman | MT | 08/2019 | 04/2020 |
| Buffalo Bump Pizza | Bozeman | MT | 02/2020 | 03/2020 |
| Montana State University | Bozeman | MT | 03/2020 | 08/2021 |
| Schnee's Boots And Shoes | Bozeman | MT | 08/2021 | 07/2023 |
| Open Range Food And Drink | Bozeman | MT | 07/2023 | 12/2023 |
| Unemployed | Bozeman | MT | 12/2023 | 01/2024 |
| Wealthvest Inc, | Bozeman | MT | 01/2024 | 12/2025 |
| World Equity Group, Inc. | Bozeman | MT | 03/2024 | 12/2025 |
| Lpl Financial | Bozeman | MT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-12 |
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