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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Noblesville | IN | 08/2012 | 04/2023 |
| Lpl Financial Llc | Noblesville | IN | 03/2021 | 04/2023 |
| Homemaker | Noblesville | IN | 04/2023 | 06/2025 |
| Bmo Harris Bank | Noblesville | IL | 06/2025 | Present |
| Lpl Financial Llc | Noblesville | IN | 06/2025 | Present |
1. 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 06/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
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