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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-26 |
| FL | RA | APPROVED | 2021-03-25 |
Branch Locations
800 N Collier Blvd, Marco Island, FL 34145 • United States
2375 Tamiami Trail N #100, Naples, FL 34103 • United States
9000 Bonita Beach Road, Bonita Springs, FL 34135 • United States
801 Laurel Oak Drive Suite 600, Naples, FL 34108-2737 • United States
777 Flager Drive, West Palm Beach, FL 33401 • United States
1777 Tamiami Trail, Port Charlotte, FL 33948 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&I Financial Advisors Inc. | Bonita Springs | FL | 08/2010 | Present |
| Bmo Harris Bank Na | Milwaukee | WI | 07/2011 | Present |
| M&I Insurance Services | Milwaukee | WI | 08/2010 | Present |
| M&I Trust Company Inc | Milwaukee | WI | 08/2010 | Present |
| Bmo Harris Financial Advisors, Inc. | Naples | FL | 08/2012 | Present |
| Lpl Financial Llc | Marco Island | FL | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Harris Bank - NAPLES, FL 2) 01/01/2021 - Real Estate Rental - Brian Mazgaj - Investment Related - 1 hour per month - Bonita Springs, FL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-05 |
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