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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-16 |
| WY | RA | APPROVED | 2017-08-01 |
Branch Locations
24 S Brooks St, Sheridan, WY 82801 • United States
40 East Hart Street, Buffalo, WY 82834 • United States
1613 Coffeen Ave, Sheridan, WY 82801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Interstate Bank | Sheridan | WY | 10/1997 | Present |
| Cetera Investment Services | St. Cloud | MN | 12/2006 | 11/2016 |
| Cetera Investment Advisers Llc | Sheridan | WY | 01/2014 | 11/2016 |
| Lpl Financial, Llc | Sheridan | WY | 11/2016 | Present |
1) 10/17/2016 - Knights of Columbus - Fraternal Organization - non-inv rel - Sheridan, WY - start: 7/1/2011 - 2 hr/mth 2) 11/29/2016 - Kenneth E Leibrich Irrevocable Trust - Act in a Fiduciary Capacity - Sole Trustee - Home Based - Not Investment Related - start: 2/19/2008 - 0 hours per month/ during trading 3) 3/27/2020 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Interstate Investment Services - Investment Related - At Reported Business Location(s) - Started 11/28/2016 - 20 Hours Per Month/10 Hour During Securities Trading. 4) 6/11/2021 - First Interstate Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Vice-President and Wealth Advisor - Start Date: 10/13/1997 - 80 Hours Per Month/4 Hours During Securities Trading. 5) 12/12/2025 - State of Wyoming Retirement Board - Non-Profit Board Member - Not Investment Related - Cheyenne, Wyoming - Start Date 11/01/2025 - 15 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-09-15 |
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