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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-15 |
Branch Locations
10250 Constellation Blvd # 30 30Th Flr, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Beverly Hills | CA | 08/2016 | 01/2026 |
| Bmo Bank | Los Angeles | CA | 01/2026 | Present |
| Lpl Financial Llc | Los Angeles | CA | 04/2026 | Present |
1. 03/2026 - BMO Bank - Financial Institution Duty - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - Los Angeles, CA, 90067 - OBA Start Date: 02/26/2026 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 03/2026 3. 03/2026 - Matan Stein - Real Estate Rental - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Los Angeles, CA, 90049 - OBA Start Date: 10/03/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-22 |
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