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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-11 |
Branch Locations
1333 N. California Blvd. Suite Sl10, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bessemer Investor Services, Inc. | San Francisco | CA | 03/2013 | 07/2021 |
| Svb Wealth Llc | San Francisco | CA | 07/2021 | 01/2025 |
| Svb Investment Services | San Francisco | CA | 07/2021 | 12/2023 |
| First Citizens Investor Services | Raleigh | NC | 12/2023 | 01/2025 |
| First Citizens Bank | San Francisco | CA | 01/2025 | 10/2025 |
| First Citizens Investor Services | Raleigh | NC | 01/2025 | 10/2025 |
| Svb Wealth Llc | San Francisco | CA | 01/2025 | 10/2025 |
| Lpl Financial Llc | Walnut Creek | CA | 12/2025 | Present |
| Bmo Harris Bank | Walnut Creek | CA | 12/2025 | Present |
1. 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) - Start Date: 12/2025 2. 12/2025 - BMO Harris Bank - Financial Institution Duty - Investment Related - 160 Hrs/Mth - 130 Hrs During Trading - Walnut Creek, CA 94596 - OBA Start Date: 12/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-18 |
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