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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-15 |
| IL | RA | APPROVED | 2024-11-04 |
Branch Locations
3470 Gateway Rd, Brookfield, WI 53045 • United States
50 N Brockway St, Palatine, IL 60067 • United States
205 Northwest Hwy, Palatine, IL 60067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1834 Investment Advisors Co. | Milwaukee | WI | 10/2015 | 10/2024 |
| Premier Asset Management Llc | Milwaukee | WI | 06/2022 | 10/2024 |
| Lpl Financial | Palatine | IL | 10/2024 | Present |
| Bmo Bank | Palatine | IL | 11/2024 | Present |
1) 10/2024 - BMO Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 2016-01-23 |
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