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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED_RES | 2024-04-20 |
| WI | RA | APPROVED | 2024-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Financial Group | Green Bay | WI | 06/2015 | Present |
| Lpl Financial Llc | Green Bay | WI | 03/2021 | 04/2024 |
| Osaic | Green Bay | WI | 04/2024 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - GREEN BAY, WI 2) TENACITY ADVISORY GROUP POSITION: AFFILIATED ADVISOR NATURE: S CORP INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2024 ADDRESS: 566 RED BIRD CIRCLE, DE PERE WI 54115, United States DESCRIPTION: SHARE BEST PRACTICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-28 |
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