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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-03-24 |
Branch Locations
221 W. College Ave., Appleton, WI 54911 • United States
Menasha, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Bank Na | Green Bay | WI | 08/2015 | Present |
| Lpl Financial Llc | Green Bay | WI | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - At Reported Business Location(s) 2) 03/24/2021 - Financial Institution Duty - BMO Bank NA - 160 hours per month - Investment Related - At Reported Business Location(s) - Start Date 08/14/2015
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-08 |
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