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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-24 |
| WI | RA | APPROVED | 2025-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2021 | 10/2024 |
| Marco Technologies Llc Fka Enterprise Systems Group | St Cloud | MN | 06/2018 | 12/2020 |
| Quest Analytics | Appleton | WI | 12/2014 | 04/2018 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 10/2024 | 11/2025 |
| Bmo Harris Bank | Green Bay | WI | 11/2025 | Present |
| Lpl Financial, Llc | Green Bay | WI | 11/2025 | 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 : 11/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-10 |
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