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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&I Brokerage Services | Shawano | WI | 07/2001 | Present |
| M & I Insurance Services | Milwaukee | WI | 07/2001 | Present |
| M & I Trust | Milwaukee | WI | 07/2001 | Present |
| Bmo Harris Bank | Milwaukee | WI | 07/2011 | Present |
| Bmo Harris Financial Advisors, Inc. | Clintonville | WI | 08/2012 | Present |
| Lpl Financial Llc | Shawano | WI | 03/2021 | Present |
1)03/2021 - DBA for LPL Business (entity for LPL Business) - BMO Investment Services - Investment Related - Shawano, WI 54166 2)12/2016 - Real Estate Rental - Scanlan Rentals - 4Hrs/Mo 0Hrs/Mo During Trading - Investment Related - 203 A/B Mathew Lane Cecil WI 54111
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-17 |
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