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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-25 |
| WI | RA | APPROVED | 2021-03-24 |
Branch Locations
300 North Milwaukee Street, Waterford, WI 53185 • United States
508 N Lake Avenue, Twin Lakes, WI 53181 • United States
1000 Milwaukee Avenue, Burlington, WI 53105 • United States
24616 75Th Street, Salem, WI 53168 • United States
410 Broad Street, Lake Geneva, WI 53147 • United States
Waterford, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&I Brokerage Services Inc | Milwaukee | WI | 04/2007 | Present |
| M & I Insurance Services | Milwaukee | WI | 04/2007 | Present |
| M & I Trust | Milwaukee | WI | 04/2007 | Present |
| Bmo Harris Bank | Milwaukee | WI | 07/2011 | Present |
| Bmo Harris Financial Advisors, Inc. | Burlington | WI | 03/2021 | Present |
| Lpl Financial Llc | Salem | WI | 08/2012 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - BURLINGTON, WI 2) 10/07/2020 - Act in a Fiduciary duty - SPRECHER FAMILY IRREVOCABLE TRUST - Investment Related - APPLETON, WI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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