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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-23 |
Branch Locations
231 S La Salle St # 13 13Th Floor, Chicago, IL 60604 • United States
99 Waukegan Road, Glenview, IL 60025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors Inc | Chicago | IL | 04/2015 | 01/2025 |
| Lpl Financial Llc | Northbrook | IL | 01/2025 | Present |
1. 01/2025- Wintrust Investments- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/16/2019- 160 Hours Per Month- 130 Hours During Trading 2. 01/2025- Northbrook Girls Softball Association- Non-Profit Board Member- Not INV Related- At Northbrook, IL- Start date 09/01/2023- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2001-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-18 |
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