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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 |
| WI | RA | APPROVED | 2021-03-24 |
Branch Locations
7000 S 76Th Street, Franklin, WI 53132 • United States
S69 W15563 Janesville Rd, Muskego, WI 53132 • United States
3155 N. 124Th Street, Brookfield, WI 53005 • United States
Oak Creek, WI • United States
2225 N Calhoun Rd, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Oak Creek | WI | 11/2013 | 09/2019 |
| Bmo Harris Financial Advisors, Inc. | Franklin | WI | 09/2019 | Present |
| Lpl Financial Llc | Franklin | WI | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - FRANKLIN, WI
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-05 |
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