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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-26 |
Branch Locations
17W695 Roosevelt Rd, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Glen Ellyn | IL | 05/2026 | Present |
| Bmo Harris Bank | Glen Ellyn | IL | 05/2026 | Present |
| Jpmorgan Chase Bank | Chicago | IL | 07/2014 | 08/2017 |
| Jp Morgan Securities Llc | Chicago | IL | 07/2014 | 08/2017 |
| Web312 | Chicago | IL | 08/2017 | 11/2018 |
| Pnc Bank | Chicago | IL | 12/2018 | 12/2020 |
| Pnc Bank | Chicago | IL | 01/2021 | 12/2023 |
| Pnc Bank | Chicago | IL | 01/2024 | 05/2025 |
| Lpl Enterprise Llc (Prudential Advisors) | Chicago | IL | 06/2025 | 05/2026 |
1. 05/2026 - BMO Investment Services - Financial Institution Duty - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – Glen Ellyn IL 60137 – OBA Start Date: 05/15/2026 2. 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 : 05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-20 |
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