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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
2246 Boot Hill Ct Ste 6A, Bozeman, MT 59715-7248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bozeman | MT | 03/1987 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Bozeman | MT | 04/1997 | 07/2021 |
| Mdc, Inc | Bozeman | MT | 08/2006 | 07/2021 |
| Mjc, Llc | Bozeman | MT | 07/2014 | 07/2021 |
| Boy Scouts Of America | Bozeman | MT | 09/2015 | 07/2021 |
| Lpl Financial Llc | Bozeman | MT | 07/2021 | Present |
1- 07/2021 / DBA for LPL Business (entity for LPL business) / Costle Wealth Management / Investment Related / Bozeman, MT 59715 2- 06/2014 / MJC, LLC / Business Entity For Tax/Investment Purposes Only / 1 HR MNTH / Investment Related / Bozeman, MT 59715 3- 03/1992 / MDC, INC / Business Entity For Tax/Investment Purposes Only / 1 HR MNTH / Investment Related / Bozeman, MT 59715
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-04 |
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