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Eric James Demmon

LPl Financial LLC

Germantown, WI

Jackson, WI

Hubertus, WI

Jackson, WI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-03-24
  • WI RA
    APPROVED
    Since 2021-03-24

Branch Locations

W156N11150 Pilgrim Rd, Germantown, WI 53022 • United States

N168 W22770 Prairie View, Jackson, WI 53037 • United States

1301 Hwy 175, Hubertus, WI 53033 • United States

Jackson, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M&I Brokerage Services, Inc Germantown WI 05/2005 Present
M&I Insurance Services Milwaukee WI 05/2005 Present
M&I Trust Company Milwaukee WI 05/2005 Present
Bmo Harris Bank Na Milwaukee WI 07/2011 Present
Bmo Harris Financial Advisors, Inc. Germantown WI 08/2012 Present
Lpl Financial Llc Germantown WI 03/2021 Present
  • 05/2005 → Present
    M&I Brokerage Services, Inc
    Germantown, WI
  • 05/2005 → Present
    M&I Insurance Services
    Milwaukee, WI
  • 05/2005 → Present
    M&I Trust Company
    Milwaukee, WI
  • 07/2011 → Present
    Bmo Harris Bank Na
    Milwaukee, WI
  • 08/2012 → Present
    Bmo Harris Financial Advisors, Inc.
    Germantown, WI
  • 03/2021 → Present
    Lpl Financial Llc
    Germantown, WI
Previous Registrations
  • 2012-08-01 → 2021-03-24
    Bmo Harris Financial Advisors, Inc.
    Jackson, WI
    Germantown, WI
    Hubertus, WI
    Mequon, WI
    Chicago, IL
  • 2005-09-15 → 2012-08-01
    M&I Financial Advisors, Inc
    Germantown, WI
    Germantown, WI
    Jackson, WI
  • 2010-04-29 → 2012-04-18
    M&I Investment Management Corp.
    Milwaukee, WI
Other Businesses

1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - GERMANTOWN, WI

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-03
  • S66 Uniform Combined State Law Examination
    2002-09-03
Designations

View on SEC IAPD

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