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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-10 |
Branch Locations
2915 Biscayne Blvdsuite 200-16, Miami, FL 33137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | New York | NY | 01/2016 | 11/2021 |
| Jp Morgan Chase Bank Na | New York | NY | 01/2016 | 11/2021 |
| Ubs | Miami | FL | 11/2021 | 01/2024 |
| Bmo | Miami | FL | 08/2024 | Present |
| Lpl Financial Llc | Miami | FL | 10/2024 | Present |
| Unemployed | Miami | FL | 01/2024 | 07/2024 |
1. 09/20/2024- BMO HARRIS BANK- Financial Institution Duty- FL 33137- Inv Rel- 160 hrs per mnth- 8 hrs during trading- Start Date 08/19/2024 2. 09/20/2024- BMO Investment Services- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-15 |
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