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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-03-24 |
Branch Locations
100 N. Main St., Janesville, WI 53545 • United States
Orfordville, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Janesville | WI | 05/2019 | Present |
| Bmo Harris Bank | Janesville | WI | 03/1996 | 05/2019 |
| Lpl Financial Llc | Janesville | WI | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - JANESVILLE, WI 2) 11/07/2018 - Act in a Fiduciary Capacity - Bohn Family Irrevocable Trust - Investment Related - Footville, WI 3) 10/28/2021 - No Business Name - Investment Related - Spring Valley, WI - Other-Farming - Start Date: 04/02/2021 - 0 Hours Per Month/0 Hour During Securities Trading - 40 acres of land adjacent to our home. 4) 03/18/2022 - Triple H Arena & Equine Services LLC - Not Investment Related - Home Based - Business Owner - Farmer - Start Date - 03/21/2022 - 1 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-11 |
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