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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| WI | RA | APPROVED | 2021-09-15 |
Branch Locations
395 N Executive Dr, Brookfield, WI 53005 • United States
Milwaukee, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Brookfield | WI | 06/2021 | Present |
| Us Bank Gfs | Milwaukee | WI | 07/2018 | 06/2021 |
| Malone's On Brady | Milwaukee | WI | 09/2015 | Present |
| Uw-Milwaukee | Milwaukee | WI | 01/2016 | 08/2019 |
| Bmo Harris Bank | Brookfield | WI | 06/2021 | Present |
1) 6/2021- BMO Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s) 2) 6/2021- MALONE'S ON BRADY- Outside/W-2 Employment / Bartender- Non_Inv. Related- Milwaukee, WI-18hrs/mth 3) 10/05/2021 - Harp - Not Investment Related - 113 E Juneau Ave, Milwaukee, WI 53202 - Outside/W-2 Employment - Bartender - Start Date: 09/01/2021 - 8 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
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