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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| MT | RA | APPROVED | 2025-08-26 |
Branch Locations
207 W Callendar Street, Livingston, MT 59047 • United States
202 W Main St, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Interstate Bank/First Interstate Wealth Management | Bozeman | MT | 10/2023 | Present |
| Xy Planning Network | Bozeman | MT | 05/2020 | 10/2023 |
| Bank Of Bozeman | Bozeman | MT | 08/2018 | 05/2020 |
| First Security Bank - Montana (Division Of Glacier Bank) | Bozeman | MT | 10/2016 | 08/2018 |
| Integrity Cleaning | Bozeman | MT | 06/2015 | 10/2016 |
| Lpl Financial Llc | Bozeman | MT | 07/2024 | Present |
1. 06/17/2025- Investment products and services are offered through LPL Financial LLC using the DBA name First Interstate Investment Services / INVESTMENT RELATED / AT BUSINESS LOCATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-22 |
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