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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Investments | Seattle | WA | 09/2021 | 05/2024 |
| Ed Mcgill | Clive | IA | 08/2024 | 09/2024 |
| Principal Life Insurance Company | Des Moines | IA | 02/2014 | 02/2017 |
| Princor Financial Services Corporation | Des Moines | IA | 03/2014 | 02/2017 |
| Principal Funds Distributor Inc | Des Moines | IA | 02/2017 | 09/2021 |
| Edward Mcgill | Clive | IA | 09/2024 | 02/2025 |
| Northwestern Mutual Investment Services Llc | Clive | IA | 09/2024 | 02/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2024 | 02/2025 |
| Potomac Fund Management, Inc. | Miami | FL | 03/2025 | 08/2025 |
| Unemployed | Van Meter | IA | 09/2025 | 06/2026 |
| Lpl Financial Llc | Urbandale | IA | 06/2026 | Present |
| Bmo Bank | Urbandale | IA | 06/2026 | 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 : 6/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-25 |
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