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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-02 |
| IL | RA | APPROVED | 2021-03-24 |
Branch Locations
777 S Flagler Drive, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Bank Na | Chicago | IL | 07/2010 | Present |
| Bmo Harris Financial Advisors | Winnetka | IL | 01/2012 | 03/2021 |
| Lpl Financial Llc | Chicago | IL | 03/2021 | Present |
1) 03/01/2021 - Financial Institution Duty - BMO Bank NA - Investment Related - At Reported Business Location(s) - Start Date 07/19/2009 2) 03/01/2021 - Business Entity For Tax/Investment Purposes Only - Skegemog Properties, INC - Investment Related - Whitewater Township, MI - Start Date 01/01/1970 3) 03/01/2021 - Other - N/A - Real Estate License - Investment Related - CHICAGO, IL - Start Date 06/23/2015 4) 03/01/2021 - Real Estate Rental - Taransh LLC - Investment Related - 1 hour per month - Chicago IL, - Start Date 01/01/2001 5) 03/01/2021 - Real Estate Rental - Real Estate Rental - Investment Related - Chicago IL - Start Date 01/01/2009 6) 04/15/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Investment Related - At Reported Business Location(s) 7) 04/03/2025 - Vistara LLC - Not Investment Related - Rep's Business - Whitewater Township, MI 49690 - Start date: 03/19/2025 - Vistara LLC - 0 Hrs/Mth - 0 Hrs During Trading 8) 01/21/2026 - Vistara Holdings LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 01/19/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-16 |
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