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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED_RES | 2021-03-26 |
| IL | RA | APPROVED | 2021-03-24 |
Branch Locations
395 N Executive Dr, Brookfield, WI 53005 • United States
Addison, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Buffalo Grove | IL | 08/2016 | Present |
| Lpl Financial Llc | Naperville | IL | 03/2021 | Present |
1) 04/13/2021 - BMO Investment Services - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 06/23/2025 - Merieux NutriScience - BioFortis - Not Investment Related - Outside/W-2 Employment - Addison IL - Start Date:06/20/2025 - 3 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-09 |
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