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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Chico | CA | 06/2014 | 07/2023 |
| Wells Fargo Clearing Services Llc | Chico | CA | 10/2018 | 07/2023 |
| Uber | Sacramento | CA | 03/2019 | 01/2022 |
| Doordash | Chico | CA | 10/2020 | 01/2023 |
| Darden Restaurants, Inc | Chico | CA | 11/2019 | 06/2020 |
| J.P. Morgan Securities Llc | Chico | CA | 07/2023 | 04/2024 |
| Jpmorgan Chase Bank, N.A. | Chico | CA | 07/2023 | 04/2024 |
| Bmo Harris Bank | Chico | CA | 04/2024 | Present |
| Lpl Financial | Chico | CA | 04/2024 | Present |
1. 04/23/2024- 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) 2. 04/23/2024- BMO- Financial Institution Duty- Inv Rel - At Reported Business Location(s)- 160 hrs per mnth- 40 hrs during trading- start date 4/16/2024 3. 07/11/2024 - 530 Paint and Pressure - Rep's Business - Partner - Not Investment Related - Butte County, CA - Start Date 07/01/2024 - 40 Hours Per Month/ 0 Hours During Trading 4. 04/13/2026 - Michael Behnke - Business Owner - Not Investment Related - Oroville, CA - Start Date 04/01/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-10 |
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